Financial Planning Professional

4 weeks ago

Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Join Our Team as a Financial Planning Professional

We are seeking a highly skilled and motivated Financial Planning Professional to join our team at TD Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, helping them achieve their financial goals and objectives.

About the Role

This is an exciting opportunity to work with a leading financial institution and contribute to the growth and success of our team. As a Financial Planning Professional, you will be responsible for:

  • Providing comprehensive financial planning services to clients, including investment advice, retirement planning, and estate planning
  • Building and maintaining strong relationships with clients, understanding their financial goals and objectives, and developing tailored financial plans to meet their needs
  • Staying up-to-date with industry trends and developments, and applying this knowledge to provide expert advice to clients
  • Collaborating with other team members to achieve business objectives and contribute to the growth and success of the team
Requirements

To be successful in this role, you will need:

  • A university degree in a related field, such as finance, accounting, or business
  • 3-5 years of experience in financial planning or a related field
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) certification
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions
What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits program. We also offer opportunities for career development and advancement, as well as a collaborative and supportive work environment.

If you are a motivated and experienced Financial Planning Professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.

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