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Financial Planner
TDFinancial Planner empowering mass affluent clients in Windsor, Ontario with tailored financial planning and advice. Building relationships and driving business growth through expert guidance and support.
About the role
Key responsibilities & impact- Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
- Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
- Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
- Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
- Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
- Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
- Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
- Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
Requirements
What you’ll need- 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.
- 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.
Benefits
Comp & perks- Health and well-being benefits
- savings and retirement programs
- Paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisinvestment advicedata-driven insightsrisk managementbusiness developmentclient relationship managementfinancial program evaluationservice delivery monitoringcontinuous improvement
Soft Skills
interpersonal skillsproblem-solvingcommunication skillscollaborationmentoringservice excellenceentrepreneurial mindsetcommitment to client serviceflexibility
Certifications
Registered Representative (RR)Certified Financial Planner (CFP)