Financial Planner - Thornbury
On-site · Stayner, Ontario, Canada or Thornbury, Ontario, Canada
Job Summary
Partner with clients to understand life and financial objectives, conduct in-depth financial reviews, and foster long-term relationships through ongoing support and guidance. Analyze results using data-driven insights to develop recommendations and evaluate the effectiveness of financial programs and practices. Collaborate with the team to drive growth while maintaining service excellence. Mentor colleagues, uphold risk management and regulatory compliance, and stay informed on industry trends to remain at the forefront of financial planning. The role emphasizes client relationships, tailored investment advice, and advancement within TD Wealth in a Thornbury, ON setting.
Required Qualifications
- 3–5 years of experience in banking services or wealth management with client relationship management
- Bachelor's degree 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
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