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TD

Financial Planner

TD

. Partnering with clients to understand their life and financial objectives .

Posted 5/6/2026full-timeBurlington • 🇨🇦 CanadaMid-LevelSenior💰 CA$60,000 - CA$70,000 per yearWebsite

About the role

Key responsibilities & impact
  • Partnering with clients to understand their life and financial objectives
  • Conducting in-depth financial reviews and ongoing support
  • Analyzing results and developing recommendations
  • Collaborating with your team to achieve shared objectives
  • Monitoring productivity and service delivery

Requirements

What you’ll need
  • Bachelor’s degree preferred
  • 3–5 years of experience in banking services
  • Willingness to obtain Registered Representative (RR) licensing
  • Commitment to achieving the Certified Financial Planner (CFP) designation
  • Exceptional interpersonal and problem-solving abilities

Benefits

Comp & perks
  • Health and well-being benefits
  • Retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
interpersonal abilitiesproblem-solving abilities
Certifications
Registered Representative (RR) licensingCertified Financial Planner (CFP) designation