Financial Planner

1 week ago

Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

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

Key Responsibilities:

  • Identify client needs and develop personalized financial plans to meet their goals and objectives.
  • Conduct financial analysis and provide recommendations to clients on investment strategies, risk management, and wealth planning.
  • Build and maintain strong relationships with clients, providing ongoing service and support to ensure their financial needs are met.
  • Stay up-to-date with industry trends and developments, and maintain expertise in financial planning and wealth management.
  • Collaborate with other team members to achieve business objectives and contribute to a positive and supportive work environment.

Requirements:

  • IQPF licensing required prior to start date.
  • Canadian Securities Course (CSC) required.
  • 3 to 5 years of banking experience.
  • Proficiency in English and French.

Preferred Qualifications:

  • CIRO license preferred (required within first 90 days in role).
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
  • Complete Wealth Management Essentials (WME) within first 30 months 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 (Canada) is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to delivering legendary customer experiences and building a better bank for our customers, colleagues, and communities.

Total Rewards Package:

We offer a comprehensive Total Rewards package that includes a base salary, variable compensation, and a range of benefits and programs to support your financial, physical, and mental well-being.

Colleague Development:

We are committed to helping our colleagues develop their skills and advance their careers. We offer regular career development conversations, training programs, and mentoring opportunities to support your growth and success.

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