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Financial Planner

2 months ago

Thunder Bay, 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 key member of our wealth management team, you will be responsible for providing comprehensive financial planning and advisory services to our clients.

Key Responsibilities
  • Conduct thorough financial needs assessments to identify clients' goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their financial goals
  • Provide ongoing financial planning and advisory services to clients, including investment advice and portfolio management
  • Collaborate with other team members to ensure seamless delivery of financial services to clients
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice
Requirements
  • University degree in a related field (e.g. finance, economics, business)
  • 3-5 years of experience in financial planning and advisory services
  • Canadian Securities Course (CSC) certification
  • IIROC license (preferred)
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading financial institutions, with a long history of providing exceptional customer service and innovative financial solutions. We are committed to helping our clients achieve their financial goals and objectives, and we are seeking a talented and experienced Financial Planner to join our team.

What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional development and career advancement
  • Collaborative and dynamic work environment
  • Comprehensive benefits package