Financial Planner - Kitchener

Job Summary

Work Location: Kitchener, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD, eligible for commission-based earnings.

Job Description

Join Our Team as a Financial Planner.

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 your 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 efficiency, and champion continuous improvement initiatives.
• Stay informed o...