Financial Planner

2 weeks ago

Ottawa, 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 be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.

Key Responsibilities:

  • Identify client 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.

Requirements:

  • University Degree and/or 3-5 years industry experience.
  • 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 years 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.

About Us:

The Toronto-Dominion Bank (Canada) 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.

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 programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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