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Financial Planner I

2 months ago

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

About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities

  • Conduct comprehensive 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 to ensure they remain on track to meet their objectives.
  • Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.
  • Collaborate with other team members to ensure seamless delivery of financial planning services.

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.
  • IQPF licensing required prior to start date (for Quebec only).
  • Complete Wealth Management Essentials (WME) within first 30 months in role.
  • Achieve Certified Financial Planner designation within first 3 years in role.
  • Deep understanding of the industry, competitive landscape, and economic market issues.
  • Strong communication and interpersonal skills.

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients. Our team is dedicated to helping our clients achieve their financial goals and objectives.

What We Offer

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health and wellness benefits.
  • A retirement savings plan and other employee benefits.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.