Overview
Financial Planner Jobs in Kitchener, Canada at TD
Work Location: Kitchener, Ontario, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $60,000 – $70,000 CAD (commission‑based earning possibilities)
Job Description
Forward‑thinking professional needed to empower mass affluent clients through holistic financial planning and advice. Role involves building strong client relationships, delivering expert advice and driving business growth.
Responsibilities
- Partner with clients to understand life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance.
- Leverage data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
- Collaborate with the team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
- Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.
- Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning.
- Mentor and guide colleagues, fostering a collaborative and supportive environment.
- Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
- Engage fully as a valued team member and contribute to a positive, service‑oriented workplace.
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) if not currently licensed.
- 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.
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.
Key Skills
- A genuine passion for financial planning and a drive to help clients realize their financial and life goals.
- An entrepreneurial mindset with experience in business development, networking, and high‑value sales.
- A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
- Exceptional interpersonal and problem‑solving abilities for building lasting client relationships.
- Excellent communication skills, with flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.
#J-18808-Ljbffr
Title: Financial Planner
Company: TD
Location: Kitchener, Canada
Category:
