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Financial Planner

2 months ago

Gatineau, 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 mass affluent investing clients.

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 financial goals.
  • Provide ongoing financial planning and advice to clients, including investment and retirement planning.
  • Build and maintain strong relationships with clients to ensure their financial needs are met.
  • Stay up-to-date with industry trends and best practices to provide expert advice to clients.
Requirements
  • IQPF licensing required prior to start date.
  • Canadian Securities Course (CSC) required.
  • 5 years of banking experience.
  • Proficiency in English and French.
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 TD Wealth

TD Wealth is a leading provider of wealth management services in Canada. We are committed to delivering exceptional customer service and providing our clients with personalized financial planning and advice.

We offer a comprehensive benefits package, including health and wellness benefits, retirement savings plan, and opportunities for career development and advancement.

If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply for this exciting opportunity.