Financial Planner at TD Wealth Grimsby

Empower clients with financial expertise as a Financial Planner at TD Wealth in Grimsby, Ontario. This full-time role focuses on holistic financial planning and relationship building.
You will partner with mass affluent clients, understanding their life and financial objectives while conducting in-depth reviews. As a Financial Planner, you’ll leverage insights to create tailored recommendations and foster long-term connections, all while collaborating with your team to enhance client experiences.
Key Responsibilities:
• Partner with clients to clarify financial goals and objectives
• Conduct detailed financial reviews and provide ongoing support
• Analyze results and develop strategic financial recommendations
• Mentor colleagues and drive a supportive environment
• Stay updated on best financial practices and industry trends
Requirements:
• Bachelor’s degree preferred; 3–5 years in banking services
• Track record in managing client relationships and inves...