Financial Planner at TD Wealth

Join TD Wealth as a Financial Planner dedicated to exceptional client service and financial goal achievement. Utilize your expertise to foster relationships and provide comprehensive financial reviews.

TD Wealth seeks a Financial Planner with strong skills in banking and financial analysis. You will assess client goals, conduct detailed reporting, and contribute to team objectives. Building long-term relationships through expert financial planning is essential, as is maintaining an efficient service culture.

Key Responsibilities:
• Identify and assess client life and financial goals
• Conduct thorough reporting and analysis for recommendations
• Strengthen customer service and team goals
• Monitor productivity and implement service improvements
• Mentor others while maintaining risk management culture

Requirements:
• Financial Planner diploma from IPF
• 3 to 5 years of banking experience
• Willingnes...