Financial Planner

1 month ago


Burlington, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

We are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Identify client needs and provide tailored financial planning solutions
  • Conduct financial analysis and provide recommendations to clients
  • Build and maintain strong relationships with clients through excellent communication and customer service skills
  • Stay up-to-date with industry trends and best practices to provide expert advice to clients
  • Collaborate with colleagues to achieve team and department goals

Requirements

  • University degree (preferred)
  • 3-5 years of experience in the financial services industry (preferred)
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • CIRO Registered Representative (RR) license within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role

Skills and Qualities

  • Passion for financial planning and commitment to helping clients achieve their financial goals
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Knowledge of industry trends and best practices

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks. If you're passionate about financial planning and committed to helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.


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