Financial Planner

3 days ago

Victoria, British Columbia, 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:

  • Conduct thorough financial assessments and develop personalized financial plans for clients.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Stay up-to-date with industry trends and best practices, ensuring our clients receive the highest level of service.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.
  • Develop and implement strategies to grow our client base and increase revenue.

Requirements:

  • University degree and/or 3-5 years of experience in the financial services industry.
  • Canadian Securities Course (CSC) required.
  • IIROC 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.
  • Achieve Certified Financial Planner designation within first year in role.
  • Strong understanding of the industry, competitive landscape, and economic market issues.
  • Excellent communication and interpersonal skills, with ability to work collaboratively and independently.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses. We are committed to being a leader in customer experience, innovation, and community development.

Our Total Rewards Package:

We offer a comprehensive Total Rewards package, including a base salary, variable compensation, and a range of benefits, including health and well-being programs, savings and retirement plans, paid time off, and career development opportunities.

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