Financial Planner

2 months ago

Québec, Quebec, 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 in-depth financial planning and analysis to identify clients' financial 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, understanding their financial needs and goals
  • Stay up-to-date with industry trends and best practices in financial planning
Requirements
  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
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
About Us

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. We are committed to providing a positive and inclusive work environment that supports the growth and development of our colleagues.

What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits program. We also offer opportunities for career growth and development, including training and mentorship programs.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer experiences and have a strong desire to succeed in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.

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