Financial Planning Expert

12 hours ago


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

At The Toronto-Dominion Bank (Canada), we're seeking an experienced Financial Planning Expert to join our team. As a key member of our wealth management leadership, you'll be responsible for providing highly personalized advice and solutions to clients.

The ideal candidate will have a deep understanding of the financial planning process, excellent communication skills, and a passion for helping clients achieve their financial goals. With a focus on relationship management, advice, and business development, you'll work closely with clients to identify their life and financial objectives, provide comprehensive reviews, and build long-term relationships.

In this role, you'll also conduct reporting and analysis, contribute to team and department goals, and monitor service, productivity, and efficiency. You'll need to stay up-to-date with emerging trends and best practices in the industry, as well as possess strong problem-solving skills to navigate complex client situations.

We're committed to supporting your career growth and development through regular coaching, training, and mentoring programs. Our Total Rewards package reflects our investment in our colleagues' financial, physical, and mental well-being, including a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

If you're passionate about delivering exceptional customer experiences, driven to help clients reach their financial goals, and excited about joining a dynamic and growth-oriented organization, please consider applying for this exciting opportunity.

Estimated Salary Range: $80,000 - $120,000 per year

Required Qualifications:

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice to Have:

  • 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


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