Financial Planning Specialist

22 hours ago

Collingwood, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

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 team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with our customers.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Conduct regular reviews and updates of client financial plans, ensuring that they remain aligned with their changing needs and goals.
  • Identify opportunities to grow our business through referrals, new business development, and cross-selling of our products and services.
  • Build and maintain strong relationships with clients, understanding their needs and providing exceptional service to ensure their long-term satisfaction.
  • Collaborate with internal stakeholders, including account managers, product specialists, and other financial advisors, to ensure seamless delivery of our services.
  • Stay up-to-date with industry trends, regulatory changes, and product developments to ensure that our clients receive the best possible advice and service.

Requirements:

  • University degree in a related field, such as finance, business, or economics.
  • Minimum 3-5 years of experience in financial planning, wealth management, or a related field.
  • Strong knowledge of financial products and services, including investments, insurance, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to develop and implement comprehensive financial plans.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • A generous retirement savings plan, including a company match.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment, with a team of experienced professionals.

How to Apply:

If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your resume and cover letter to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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