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Financial Planner
2 months ago
About the Role:
The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.
Key Responsibilities:
- Identify client needs and develop personalized financial plans to meet their goals and objectives.
- Conduct financial analysis and provide recommendations to clients on investment strategies, risk management, and wealth planning.
- Build and maintain strong relationships with clients, providing ongoing service and support to ensure their financial needs are met.
- Stay up-to-date with industry trends and developments, and maintain expertise in financial planning and wealth management.
- Collaborate with other team members to achieve business objectives and contribute to a positive and supportive work environment.
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.
- 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, with a long history of innovation and customer service. We are committed to delivering legendary customer experiences and building a better bank for our customers, colleagues, and communities.
Total Rewards Package:
We offer a comprehensive Total Rewards package that includes a base salary, variable compensation, and a range of benefits and programs to support your financial, physical, and mental well-being.
Colleague Development:
We are committed to helping our colleagues develop their skills and advance their careers. We offer regular career development conversations, training programs, and mentoring opportunities to support your growth and success.
