Financial Planner
1 month ago
Are you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.
Key Responsibilities:- Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise and relationship building.
- Conduct reporting and relevant analysis, using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
- Contribute to team and department goals, strengthening customer service and dedication.
- Monitor service, productivity, and assess efficiency, implementing continuous improvements.
- Stay knowledgeable of best practices and procedures, and stay ahead of emerging trends.
- Acquire and apply expertise, provide mentorship, assistance, and direction to others.
- Maintain a culture of risk management and control, supported by aligned risk appetite.
- Participate fully as a member of the team, supporting a positive and service-oriented work environment.
- University Degree and/or 3-5 years industry experience.
- Canadian Securities Course (CSC) required.
- IIROC license preferred (required within first 90 days in role).
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
- IQPF licensing required prior to start date (for Quebec only).
- Complete Wealth Management Essentials (WME) within first 30 months in role.
- Achieve Certified Financial Planner designation within first 3 years 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.
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 guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.
We are dedicated to providing a positive and service-oriented work environment, with opportunities for career growth and development. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
We are committed to diversity, equity, and inclusion, and welcome applications from diverse candidates. If you are interested in a career with TD, we encourage you to apply.
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