TD Financial Planner Brampton

TD Wealth seeks a Financial Planner in Brampton, Ontario, using holistic financial planning and client relationship skills to support mass affluent clients.

This Financial Planner role offers an entrepreneurial model for building a portfolio from the ground up. You will conduct financial reviews, provide tailored investment advice, and develop recommendations using data-driven insights. The position also emphasizes ongoing client guidance, business development, and service excellence.

Key Responsibilities:

• Understand clients’ life and financial objectives
• Conduct in-depth financial reviews and provide ongoing guidance
• Develop recommendations using data-driven insights
• Build client relationships and grow your portfolio
• Monitor service delivery and champion continuous improvement

Requirements:

• Bachelor’s degree preferred
• Three to five years’ banking services experience preferred
• Experience managing client relationships and providing investment advice preferred
• Willingness to obtain Registered Representative licensing with CIRO
• Commitment to achieving the Certified Financial Planner designation within three years

Bring financial planning, investment advice, and relationship-building skills to TD Wealth’s Financial Planner team in Brampton.