Financial Planner
$45,000–$52,500 year
On-site · Mississauga, Ontario, Canada
Job Summary
Financial Planner role in Mississauga, Ontario at TD Wealth focusing on holistic financial planning for mass affluent clients, building a personal portfolio, and delivering data-driven investment recommendations. Responsibilities include partnering with clients to understand life and financial objectives, conducting in-depth financial reviews, mentoring colleagues, ensuring risk management and regulatory compliance, and driving business growth through excellent client service and collaboration with the team. The position offers a guaranteed base salary for the first four years with commission-based earnings, opportunities for growth, a traditional full-time schedule, and a strong emphasis on relationship-building and service excellence.
Required Qualifications
- Bachelor’s degree preferred
- 3–5 years of experience in banking services with a track record of managing client relationships and providing tailored investment advice (preferred)
- Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO)
- Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
- CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience OR Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
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