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Financial Planner - Trenton at TD Bank - ApplyBlast

Financial Planner - Trenton

TD Bank

4 months ago

Trenton, Ontario

Onsite

Full Time

Senior

0 applicants

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About this role

As a Financial Planner at TD Wealth, you will build strong relationships with mass affluent clients, delivering holistic financial advice and driving business growth through data-driven insights and ongoing support. The role involves monitoring productivity, mentoring colleagues, and staying current on industry trends to ensure effective financial planning and risk management.

Responsibilities

Partner with clients to understand financial objectives and conduct reviews
Develop tailored investment recommendations using data-driven insights
Mentor colleagues and foster a collaborative work environment
Monitor productivity to identify efficiency and continuous improvement opportunities
Stay updated on industry trends and regulatory requirements

Skills

Qualifications

Bachelor's degreeRegistered Representative (RR) licensingCertified Financial Planner (CFP) designation

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).