Location
oakville
Job Type
Full-time
Posted
May 29, 2026
Job Description
Become a Financial Planner with TD Wealth in Oakville, Ontario. Drive business growth by delivering expert advice and fostering strong client connections in a team-focused environment.
TD Wealth is seeking a dedicated Financial Planner to support mass affluent clients in achieving their financial dreams. This role requires 3-5 years of experience in banking services and a keen interest in business development. You will utilize your expertise in financial planning to deliver exceptional service while adhering to best practices and risk management protocols.
Key Responsibilities:
• Collaborate with clients to define financial goals
• Analyze financial results and provide strategic recommendations
• Enhance service efficiency through continuous improvement
• Stay current on industry trends and regulatory changes
• Share knowledge by mentoring fellow team members
Requirements:
• Bachelor's degree strongly preferred
• 3-5 years experience managing client relati...
TD Wealth is seeking a dedicated Financial Planner to support mass affluent clients in achieving their financial dreams. This role requires 3-5 years of experience in banking services and a keen interest in business development. You will utilize your expertise in financial planning to deliver exceptional service while adhering to best practices and risk management protocols.
Key Responsibilities:
• Collaborate with clients to define financial goals
• Analyze financial results and provide strategic recommendations
• Enhance service efficiency through continuous improvement
• Stay current on industry trends and regulatory changes
• Share knowledge by mentoring fellow team members
Requirements:
• Bachelor's degree strongly preferred
• 3-5 years experience managing client relati...