Job Title

Overview Location: Sault Ste Marie, Ontario, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission-based earnings. Job Description Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations. Responsibilities Partner with clients to understand their 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 evaluate the effectiveness of financial programs, policies, and practices Collaborate with your 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 maintain leadership in financial planning Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment Uphold a strong culture of risk management and control, aligned with the organizations risk appetite Engage fully as a valued team member and contribute to a positive, service-oriented workplace What Were Looking For / Qualifications Bachelors degree preferred 35 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 That Set You Apart 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 the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others If youre ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us. About TD TD is a leading global financial institution. We are committed to a client-focused experience and encourage continuous growth and development for colleagues. Additional Information Please be advised that this job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own regulations. Accommodation Your accessibility is important to us. Please let us know if youd like accommodations to help participate in the interview process. #J-18808-Ljbffr