Financial Planner

2 months ago

St John's, Newfoundland and Labrador, Canada The Toronto-Dominion Bank (Canada) Full time
Job 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 thorough financial needs analyses to identify clients' 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
  • Build and maintain strong relationships with clients, providing exceptional customer service and support
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients
Requirements
  • University degree in a related field, such as finance or business
  • 3-5 years of experience in financial planning or a related field
  • Canadian Securities Course (CSC) certification required
  • CIRO license preferred
  • Strong communication and interpersonal skills, with the ability to work collaboratively with clients and colleagues
About Us

TD Wealth is a leading provider of wealth management services in Canada, with a long history of delivering exceptional customer service and expertise. We are committed to helping our clients achieve their financial goals and objectives, and we are seeking a talented Financial Planner to join our team.

What We Offer
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off
  • Opportunities for professional development and career advancement
  • A dynamic and supportive work environment

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