Financial Planner

Responsibilities

• Build and grow a personal client portfolio through proactive business development and strategic outreach
• Deliver holistic financial planning advice to help clients achieve their long-term financial goals
• Acquire new clients and assets using various prospecting methods, including networking and community engagement
• Utilize data and technology tools to analyze results and provide informed financial guidance
• Stay current with financial trends, market news, and industry best practices
• Maintain a strong focus on risk management to protect both clients and the company

Requirements

• 3–5 years of experience in banking or financial services preferred
• Bachelor's degree preferred
• Demonstrated ability to build client relationships and grow a client base
• CIRO Registered Representative (RR) licensing or willingness to obtain it
• Successful completion of the Canadian Investment Regulatory Exam (CIRE) if not already licensed
• Commitment to earn the Certified Financial Planner (CFP) designation within the first three years

Preferred Qualifications

• Entrepreneurial mindset with a passion for networking and business building
• Strong interest in market trends and investment management
• Excellent communication and problem-solving skills

Benefits

• Competitive base salary with eligibility for commission-based earnings
• Comprehensive health, well-being, and dental benefits
• Savings and retirement programs
• Paid time off and banking discounts
• Access to career development, mentoring, and online learning platforms

About the Company

TD is one of the world's leading global financial institutions and the fifth largest bank in North America. We are committed to making every interaction remarkably human and refreshingly simple for millions of households and businesses. At TD, we foster a culture of care, growth, and inclusion, empowering our colleagues to make a meaningful impact in their communities.