Financial Planner - Mount Forest & Listowel

TD

Mount Forest, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Financial planning and advice
Client relationship management
Data-driven financial analysis
Join TD as a Financial Planner to empower mass affluent clients through holistic financial planning and advice while supporting their financial ambitions

Job Summary

  • Join TD as a Financial Planner to empower mass affluent clients through holistic financial planning and advice while supporting their financial ambitions.
  • This role offers growth opportunities, skill development, and a comprehensive Total Rewards package including base salary, commission, benefits, and career development programs.
  • TD fosters a respectful and inclusive workplace culture focused on client experience, continuous learning, and colleague success.

Matching Summary

Join TD as a Financial Planner to empower mass affluent clients through holistic financial planning and advice while supporting their financial ambitions.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Data-driven financial analysis
  • Business development and networking
  • Risk management and control
  • Team collaboration and service excellence

Nice-to-have

  • Mentoring and guiding colleagues
  • Commitment to continuous improvement
  • Entrepreneurial mindset
  • Strong communication skills
  • Passion for client success

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years banking services experience
  • Registered Representative (RR) licensing with CIRO
  • Certified Financial Planner (CFP) designation commitment
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter