Job Description
Work Location: Scarborough, Ontario, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $60,000 - $70,000 CAD (commission‑based earnings, guaranteed base for the first four years)
Job Description
Financial Planner – responsible for building and managing a portfolio of mass‑affluent clients, providing holistic financial planning and advice within TD Wealth.
Responsibilities
- Partner with clients to understand life and financial objectives, conduct in‑depth financial reviews, and provide ongoing support.
- Leverage data‑driven insights to analyze results, develop recommendations, and assess effectiveness of financial programs.
- Collaborate with team to achieve shared goals and enhance client experience.
- Monitor productivity and service delivery; identify efficiency opportunities and champion continuous improvement.
- Stay informed on industry ...