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Financial Planning Specialist

2 months ago

London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

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 organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic relationships with clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Business Development: Identify and pursue new business opportunities, collaborating with internal stakeholders to develop and implement strategic plans.
  • Financial Planning: Provide expert financial planning advice to clients, including investment planning, retirement planning, and estate planning.
  • Communication and Collaboration: Communicate effectively with clients, colleagues, and other stakeholders, ensuring seamless collaboration and coordination.
Requirements
  • Education: University degree in a related field, such as finance, business, or economics.
  • Experience: 3-5 years of experience in a related field, with a proven track record of success in client relationship management and business development.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits program. We also provide opportunities for professional development and growth, as well as a dynamic and supportive work environment.

Language Requirement

N/A.