Financial Services Expert
5 days ago
About the Job
We are seeking an experienced Financial Planner to join our team at The Toronto-Dominion Bank in Canada. As a key member of our team, you will provide comprehensive financial planning and advice to mass affluent investing clients.
Job Responsibilities:
- Identify client life and financial goals, providing thorough reviews and building long-term relationships through financial expertise and relationship building.
- Conduct reporting and relevant analysis to draw conclusions, make recommendations, and assess program effectiveness.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service, productivity, and efficiency, implementing continuous improvements.
- Stay knowledgeable about best practices and procedures, as well as emerging trends.
- Acquire and apply expertise, provide mentorship, assistance, and direction to others.
- Maintain a culture of risk management and control, supported by aligned risk appetite.
- Participate fully as a team member, supporting a positive and service-oriented work environment.
Requirements:
- University Degree and/or 3-5 years industry experience.
- CANADIAN SECURITIES COURSE (CSC) required.
- CIRO license preferred, to be obtained within the first 90 days in role.
- Complete Conduct & Practices Handbook (CPH) within the first 90 days in role.
- IQPF licensing required prior to start date (for Quebec only).
- Complete Wealth Management Essentials (WME) within the first 30 months in role.
- Achieve Certified Financial Planner designation within the first 3 years 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.
About Us
The Toronto-Dominion Bank is one of the world's leading global financial institutions, ranking fifth largest bank in North America by branches/stores. Our vision is to Be the Better Bank, enriching the lives of our customers, communities, and colleagues. We deliver legendary customer experiences to over 27 million households and businesses worldwide.
Our Total Rewards Package
Our Total Rewards package reflects our investment in our colleagues' financial, physical, and mental well-being goals. 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 opportunities, and recognition programs.
Additional Information
Please note that this job opportunity is subject to provincial regulation for employment purposes. Each province or territory may have its own set of regulations, requirements.
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