Financial Planner

1 week ago

RouynNoranda, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Conduct comprehensive 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 to ensure they remain on track to meet their objectives.
  • Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.
  • Collaborate with other team members to ensure seamless delivery of financial planning services.

Requirements:

  • IQPF licensing required prior to start date.
  • Canadian Securities Course (CSC) required.
  • 3 to 5 years of banking experience.

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.
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Speak both English and French is an asset.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to delivering legendary customer experiences and building a better bank for our customers, colleagues, and communities.

Our Total Rewards Package:

We offer a comprehensive Total Rewards package that reflects our commitment to our colleagues' financial, physical, and mental well-being. This includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Colleague Development:

We are committed to helping our colleagues develop their skills and advance their careers. We offer regular career development and performance conversations, access to an online learning platform, and a variety of mentoring programs to help our colleagues unlock future opportunities.

Training & Onboarding:

We provide comprehensive training and onboarding sessions to ensure our new colleagues have everything they need to succeed in their new role.

Accommodation:

We are committed to providing a barrier-free work environment and will work with candidates to provide accommodations as needed.

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