Financial Planner
22 hours ago
Role Summary
We are seeking a highly skilled Financial Planner to join our team at TD Wealth. 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 in-depth financial planning and analysis to identify clients' financial goals and objectives
- Develop and implement personalized financial plans to help clients achieve their goals
- Provide ongoing financial planning and advice to clients, including investment and retirement planning
- Collaborate with other TD Wealth professionals to provide comprehensive financial solutions to clients
- Stay up-to-date with industry trends and best practices in financial planning
Requirements
- IQPF licensing required prior to start date
- Canadian Securities Course (CSC) required
- 3 to 5 years of banking experience
- Proficiency in English and French
Preferred 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
About TD Wealth
TD Wealth is a leading provider of wealth management and investment services in Canada. We are committed to delivering exceptional client service and providing our clients with the best possible financial outcomes.
Why Join TD Wealth?
At TD Wealth, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to diversity and inclusion, and we welcome applications from qualified candidates from diverse backgrounds.
How to Apply
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your resume and cover letter, to our website.
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