Company Description
At TD Wealth, you will help clients make confident financial decisions while building a career grounded in trust and meaningful relationships.
As a Financial Planner in Brockville, you will be part of our Kingston–Ottawa Valley district, combining strong local relationships with opportunities to learn from colleagues across diverse markets—all backed by the strength, resources, and support of TD Wealth.
Our team shares ideas, celebrates success, and supports your growth as you build a practice you can be proud of.
Role Description
This is a full-time, on-site opportunity serving Brockville and surrounding areas.
In this role, you will:
• Develop personalized financial plans and provide investment and retirement advice.
• Grow your practice through business development, networking, and referrals.
• Build lasting client relationships and adapt advice as their needs evolve.
• Collaborate with TD partners to address broader financial needs.
• Uphold regulatory requirements and professional standards.
Qualifications
We are looking for someone who puts clients first, takes initiative, and is motivated to grow their practice.
• University degree or college diploma in financial planning, business, finance, or a related field preferred.
• Three to five years of banking experience, including client relationship management and investment advice, preferred.
• An entrepreneurial mindset with experience in business development, networking, and high-value sales.
• Willingness to obtain Registered Representative (RR) licensing with CIRO, if not already licensed.
• Commitment to obtaining the CFP designation within three years and meeting FP Canada’s certification requirements.
• Strong communication skills, sound judgment, and the ability to work independently and collaboratively.
If your qualifications align with the role, I encourage you to apply.
If you bring a proven track record of developing new business and managing ongoing client relationships but do not yet meet all the financial planning qualifications, please reach out to me directly with your résumé and a brief overview of your relevant experience and results.