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Financial Planner at TD Bank - ApplyBlast

Financial Planner

TD Bank

4 months ago

Toronto, Ontario

Hybrid

Full Time

Senior

0 applicants

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About this role

A Financial Planner at TD Wealth acts as an entrepreneurial professional building a client portfolio through holistic financial planning and tailored investment advice for mass affluent clients. The role involves developing strong client relationships, leveraging data-driven insights to shape financial programs, and maintaining a focus on industry best practices and risk management while collaborating with the team.

Responsibilities

Build strong client relationships and foster long-term connections
Conduct in-depth financial reviews and develop tailored recommendations
Leverage data-driven insights to evaluate financial program effectiveness
Mentor colleagues and champion continuous improvement initiatives
Uphold risk management controls aligned with organizational appetite

Skills

Qualifications

Bachelor's DegreeRegistered Representative (RR) LicenseCertified 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).