Financial Planner in Owen Sound

Empower clients with TD Wealth as a Financial Planner in Owen Sound, Ontario. This role focuses on building relationships, delivering tailored financial advice, and driving business growth.
TD Wealth is seeking a skilled Financial Planner who can engage with mass affluent clients and help them achieve their financial aspirations. You’ll collaborate with clients to understand their goals while leveraging data-driven insights to enhance financial programs. Join a team committed to delivering exceptional service and continuous improvement in the financial planning landscape.
Key Responsibilities:
• Partner with clients to define financial objectives
• Conduct comprehensive financial reviews and provide insights
• Collaborate with team members to enhance client experience
• Monitor productivity and identify efficiency opportunities
• Uphold a strong culture of risk management and support
Requirements:
• Bachelor’s degree preferred
• 3–5 years in banking and cl...