Financial Planning Specialist
4 weeks ago
About the Role:
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 wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Identify client needs and develop comprehensive financial plans to meet their goals and objectives.
- Provide ongoing portfolio management and investment advice to clients, ensuring their financial goals are met.
- Develop and maintain strong relationships with clients, understanding their financial situations and providing tailored advice.
- Collaborate with internal teams to ensure seamless delivery of financial services to clients.
- Stay up-to-date with market trends and regulatory changes, ensuring our 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, wealth management, or a related field.
- Canadian Securities Course (CSC) certification required.
- IIROC license preferred.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health, dental, and vision coverage.
- A generous retirement savings plan.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
How to Apply:
If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application, including your resume and cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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