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Financial Planner
2 months ago
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.
