Financial Planner - Mount Forest & Listowel

Job Details

Work Location: Mount Forest, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD (commission based earnings)

Job Description

Join Our Team as a Financial Planner to empower mass affluent clients through holistic financial planning and advice.

In this position, you will build strong client relationships, deliver expert advice, and drive business growth. Responsibilities include:

• Partnering with clients to understand life and financial objectives, conducting in-depth reviews, and providing ongoing support.
• Leveraging data insights to analyze results, develop recommendations, and continuously evaluate financial programs.
• Collaborating with the team to achieve shared objectives while enhancing client experience.
• Monitoring productivity, identifying opportunities for increased efficiency, and champion...