Financial Planner
1 month ago
Job Summary:
We are seeking a skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for identifying client life and financial goals, providing comprehensive reviews, and building long-term relationships through financial planning expertise and relationship building.
Key Responsibilities:
- Conduct financial planning and analysis to identify client needs and develop tailored solutions
- Build and maintain strong relationships with clients to ensure their financial goals are met
- Collaborate with cross-functional teams to develop and implement business strategies
- Stay up-to-date with industry trends and best practices to provide expert advice to clients
- Develop and maintain a deep understanding of the financial services industry and its impact on clients
Requirements:
- University degree and/or 3-5 years of industry experience
- Canadian Securities Course (CSC) required
- IIROC license preferred (required within first 90 days in role)
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- IQPF licensing required prior to start date (for Quebec only)
- Complete Wealth Management Essentials (WME) within first 30 months in role
- Achieve Certified Financial Planner designation within first 3 years in role
What We Offer:
At The Toronto-Dominion Bank (Canada), we offer a comprehensive total rewards package that includes a competitive salary, variable compensation, and a range of benefits and perks. Our colleagues enjoy a positive and inclusive work environment, with opportunities for career growth and development.
How to Apply:
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application. We look forward to hearing from you.
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