Financial Planning Specialist

1 month ago

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

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic partnerships to drive growth and revenue.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Business Development: Identify and pursue new business opportunities, developing strategic partnerships and collaborations to drive growth and revenue.
  • Financial Planning: Provide expert financial planning advice to clients, creating comprehensive plans to achieve their financial goals and objectives.
  • Communication and Collaboration: Communicate effectively with clients, colleagues, and stakeholders, ensuring seamless collaboration and coordination to achieve business objectives.
Requirements
  • Education: University degree and/or 3-5 years of industry experience.
  • Certifications: Canadian Securities Course (CSC) required, IIROC license preferred.
  • Skills: Strong communication and interpersonal skills, ability to build and maintain relationships, and expertise in financial planning and business development.
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, committed to delivering exceptional customer experiences and driving growth and revenue through strategic partnerships and business development.

  • Financial Planning Specialist

    2 days ago

    London, Ontario, Canada ReForest London Full time

    At ReForest London, we are seeking a skilled Financial Planning Specialist to join our team. In this role, you will be responsible for calculating and preparing cheques for payroll, as well as maintaining general ledgers and financial statements. You will also be expected to post journal entries and prepare other statistical, financial and accounting...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities for growth and development, and building strong...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities for growth and development, and building strong...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with our...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with our...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic relationships with clients.Key...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic relationships with clients.Key...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and delivering tailored financial solutions to our clients.Key ResponsibilitiesClient Relationship Management:...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and delivering tailored financial solutions to our clients.Key ResponsibilitiesClient Relationship Management:...

  • Financial Planning Specialist

    2 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job OverviewAs a skilled Financial Planning Specialist at Royal Bank of Canada, you will create personalized investment solutions for clients within the London Market. With the support of internal partners, you will be responsible for prospecting and networking to acquire new clients and assets. Your creativity and drive for new investment sales will enable...

  • Financial Planning Specialist

    6 days ago

    London, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Sales Professional to join our team at Scotiabank. As an Investment Sales Professional, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesDevelop and execute...

  • Financial Planning Strategist

    2 months ago

    London, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada.Key ResponsibilitiesWork with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.Collaborate with cross-functional teams to provide exceptional client service and...

  • Financial Planning Strategist

    2 months ago

    London, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada.Key ResponsibilitiesWork with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.Collaborate with cross-functional teams to provide exceptional client service and...

  • Financial Operations Specialist

    2 weeks ago

    London, Ontario, Canada ReForest London Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key Responsibilities:Calculate and prepare cheques for payroll, ensuring timely...

  • Financial Operations Specialist

    1 week ago

    London, Ontario, Canada ReForest London Full time

    Financial Operations SpecialistAt ReForest London, we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Calculate and prepare...

  • Financial Operations Specialist

    2 weeks ago

    London, Ontario, Canada ReForest London Full time

    Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key...

  • Financial Operations Specialist

    2 months ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesFinancial Record Keeping: Maintain and balance various accounts using manual and...

  • Financial Operations Specialist

    2 months ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesFinancial Record Keeping: Maintain and balance various accounts using manual and...

  • Financial Operations Specialist

    6 days ago

    London, Ontario, Canada ReForest London Full time

    Job Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for a variety of financial tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial...

  • Administrative Support Specialist

    6 days ago

    London, Ontario, Canada Turan Financial Full time

    Job Title: Administrative Support SpecialistJob Summary: We are seeking an organized and detail-oriented Administrative Support Specialist to join our team at Turan Financial. The successful candidate will provide administrative support to our team, ensuring the smooth operation of our office.Key Responsibilities:Arrange and coordinate seminars, conferences,...