Financial Planner

1 month ago

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

Job Summary

We are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Conduct comprehensive financial needs analyses to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing financial planning and investment advice to clients
  • Identify opportunities to refer clients to other TD products and services
  • Collaborate with other TD professionals to provide comprehensive financial solutions to clients
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice

Requirements

  • University degree and/or 3-5 years of industry experience
  • Canadian Securities Course (CSC) required
  • IIROC license preferred
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner designation within first 2 years in role

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are a diverse and inclusive organization, with a passion for helping our customers and communities thrive.

What We Offer

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health and wellness benefits
  • A generous retirement savings plan
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your resume and cover letter, to our website.

  • Experienced Financial Advisor/Planner

    3 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you ready to take control of your career and build a successful practice as a financial advisor/planner? At Desjardins Financial Security Independent Network - Southwes, we offer the flexibility and support you need to thrive.Enjoy the Freedom to SucceedAs an independent financial advisor/planner,...

  • Experienced Financial Advisor/Planner

    3 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you ready to take control of your career and build a successful practice as a financial advisor/planner? At Desjardins Financial Security Independent Network - Southwes, we offer the flexibility and support you need to thrive.Enjoy the Freedom to SucceedAs an independent financial advisor/planner,...

  • Financial Planner

    1 month ago

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

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    1 month ago

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

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Financial Planner Investment Specialist

    1 month ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner Investment Specialist

    1 month ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, providing tailor-made financial planning advice...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, providing tailor-made financial planning advice...

  • Financial Planner Investment Specialist

    3 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment...

  • Financial Planner Investment Specialist

    3 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales...