Financial Planner at TD (Stayner)

Drive meaningful financial outcomes for mass affluent clients as a Financial Planner at TD. Deliver personalized financial advice and empower clients to reach their financial goals. At TD, we are looking for a Financial Planner to enhance clients' financial journeys. You will partner with clients delivering comprehensive reviews while utilizing data-driven insights to craft effective recommendations. This role requires collaboration with teams to prioritize service excellence and foster long-term client relationships through ongoing support. Key Responsibilities: - Conduct in-depth financial reviews with clients - Analyze data to develop tailored investment recommendations - Collaborate with team members to enhance client experiences - Identify and implement efficiencies in service delivery - Mentor colleagues and share financial expertise Requirements: - Bachelor’s degree preferred - 3–5 years in banking services with client relationship management - Willingness to obtain RR licensing with CIRO - Commitment to achieve CFP designation - Solid understanding of economic trends and regulatory landscape Bring your financial planning passion to support clients in achieving their life and financial aspirations at TD. Apply on Kit Job: kitjob.ca/job/2o3foq