Financial Planner

6 days ago


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

About the Role:

The Toronto-Dominion Bank (Canada) is seeking a skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.

Key Responsibilities:

  • Conduct comprehensive financial planning and analysis to identify clients' financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Provide ongoing financial planning and advice to clients to ensure they remain on track to meet their objectives.
  • Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.
  • Collaborate with other team members to ensure seamless delivery of financial planning services.

Requirements:

  • IQPF licensing required prior to start date.
  • Canadian Securities Course (CSC) required.
  • 5 years of banking experience.
  • Read, write and speak both 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 TD:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our purpose is to enrich the lives of our customers, communities and colleagues.

Total Rewards Package:

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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.



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