Financial Planner

Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team believes that helping clients set and achieve their financial goals while delivering a legendary customer experience drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award‑winning, high‑performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you’ll be busy, but never bored. Responsibilities Identify clients’ life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices Contribute to team and department goals while strengthening customer service and dedication Monitor service, productivity and assess efficiency and implement continuous improvements Be knowledgeable of best practices and procedures and stay ahead of emerging trends Acquire and apply expertise, provide mentorship, assistance and direction to others Maintain a culture of risk management and control, supported by aligned risk appetite Participate fully as a member of the team, support a positive and service‑oriented work environment Required Qualifications Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date 3 to 5 years of banking experience Bilingualism (English and French) required to serve our clients in the community with English‑speaking needs Nice to Have Qualifications CIRO license preferred (required within first 90 days in role) Complete Conduct & Practices Handbook (CPH) within first 90 days in role Complete Wealth Management Essentials (WME) within first 30 months in role Deep understanding of the industry, competitive landscape and economic market issues Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Skills Passion for financial planning and driven to help clients reach their financial & life goals Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment Excellent people and problem‑solving skills that help build and maintain client relationships Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Who We Are TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent and creativity to the Bank, those we serve and the economies we support. We are guided by our vision to be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realise your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation and several other key plans such as health and well‑being benefits, savings and retirement programmes, paid time off, banking benefits and discounts, career development and reward and recognition programmes. Learn more Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programmes and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programmes to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organisation at TD – and we’re committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by e‑mail or phone call. Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec Only) Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français. #J-18808-Ljbffr