Financial Planner

Job Overview

Work Location: Hamilton, Ontario, Canada - Hours: 37.5 hours per week. Line of Business: TD Wealth.

As a Financial Planner, you will empower mass affluent clients through holistic financial planning and advice. You will build your portfolio from the ground up, cultivate strong client relationships, and drive business growth.

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 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 ...