Client-Focused Financial Planner Role
Location
eastern ontario, on
Job Type
Full-time
Category
Other-General
Posted
May 31, 2026
Join TD as a Client-Focused Financial Planner and help clients achieve their financial goals. Leverage your financial planning skills to foster lasting relationships and impactful advice.
This Financial Planner position values your passion for client empowerment and engagement. With 3–5 years of banking experience, you will monitor productivity and implement continuous improvement initiatives while mentoring others. Your insights will enhance the overall client experience.
Key Responsibilities:
• Build lasting connections through client support
• Analyze results to provide actionable financial recommendations
• Collaborate within teams to achieve service excellence
• Stay current on industry trends and best practices
• Maintain a culture of risk management and collaboration
Requirements:
• Bachelor’s degree preferred
• 3–5 years of relevant banking experience
• Willingness to achieve CIRO RR licensing
• Commitment to obtain CFP designation in three y...
This Financial Planner position values your passion for client empowerment and engagement. With 3–5 years of banking experience, you will monitor productivity and implement continuous improvement initiatives while mentoring others. Your insights will enhance the overall client experience.
Key Responsibilities:
• Build lasting connections through client support
• Analyze results to provide actionable financial recommendations
• Collaborate within teams to achieve service excellence
• Stay current on industry trends and best practices
• Maintain a culture of risk management and collaboration
Requirements:
• Bachelor’s degree preferred
• 3–5 years of relevant banking experience
• Willingness to achieve CIRO RR licensing
• Commitment to obtain CFP designation in three y...