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Financial Planner at TD Bank - ApplyBlast

Financial Planner

TD Bank

4 months ago

Toronto, Ontario

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Planner at TD Wealth advises mass affluent clients on holistic financial strategies while operating within an entrepreneurial business model. The role involves building a client portfolio from the ground up through relationship management, data-driven insights, and continuous service improvement. Candidates are supported to obtain relevant licensing and pursue the CFP designation within the first three years.

Responsibilities

Partner with clients to understand financial objectives and conduct reviews
Analyze data to develop tailored investment recommendations
Build a portfolio and drive business growth from the ground up
Mentor colleagues and uphold risk management controls
Stay informed on industry trends and regulatory requirements

Skills

Qualifications

Bachelor's DegreeRegistered Representative (RR) licensing with CIROCertified Financial Planner (CFP) designationBanking services experience

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).