Financial Planning Specialist

2 weeks ago


Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary:

We are seeking a skilled Financial Planning Specialist to provide comprehensive financial planning and advice to our mass affluent investing clients. The successful candidate will be responsible for identifying client goals, providing expert financial planning, and building long-term relationships.

Key Responsibilities:

  1. Conduct comprehensive financial planning and analysis to identify client goals and risk tolerance
  2. Provide expert financial planning advice and guidance to clients
  3. Develop and implement tailored financial plans to meet client objectives
  4. Build and maintain strong relationships with clients through excellent communication and customer service
  5. Maintain up-to-date knowledge of industry trends and best practices
  6. Collaborate with colleagues to achieve team and department goals
  7. Participate in ongoing training and professional development to enhance skills and expertise

Requirements:

  1. University degree and/or 3-5 years of industry experience
  2. Canadian Securities Course (CSC) required
  3. IIROC license preferred (required within first 90 days in role)
  4. Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  5. IQPF licensing required prior to start date (for Quebec only)
  6. Complete Wealth Management Essentials (WME) within first 30 months in role
  7. Achieve Certified Financial Planner designation within first 3 years in role
  8. Excellent communication and interpersonal skills
  9. Ability to work collaboratively and independently

About Us:

The Toronto-Dominion Bank (Canada) is a leading financial institution committed to delivering exceptional customer experiences. We offer a comprehensive total rewards package, ongoing training and development opportunities, and a collaborative work environment.

What We Offer:

  • Competitive base salary and variable compensation
  • Comprehensive health and wellness benefits
  • Flexible work arrangements and paid time off
  • Access to online learning platform and mentoring programs
  • Opportunities for career growth and development


  • Brantford, Ontario, Canada SC Johnson Full time

    Financial Planning and Analysis RoleAs a Senior Financial Planning and Analysis Specialist at SC Johnson, you will be responsible for providing financial support to assigned Business and Customer portfolios. This includes managing P&L, forecasting, and reporting to drive overall Consumer results.Key Responsibilities:Partner with assigned customer/business...


  • Brantford, Ontario, Canada SC Johnson Full time

    Job SummaryAs a Senior Financial Planning and Analysis Specialist at SC Johnson, you will play a key role in providing financial support to assigned Business and Customer portfolios. Your responsibilities will include P&L management, forecasting, and reporting to drive overall Consumer results.Key ResponsibilitiesPartner with assigned customer/business teams...


  • Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a skilled Financial Planning Expert to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify client life and financial goals, provide...


  • Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a highly skilled Financial Planning Expert to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify and understand client goals, provide tailored...


  • Brantford, Ontario, Canada ont ltd Full time

    At Ont Ltd, we are seeking a highly skilled Financial Management Specialist to join our team. The successful candidate will be responsible for calculating and preparing cheques for payroll, as well as maintaining general ledgers and financial statements. In addition, the Financial Management Specialist will be responsible for reconciling accounts and...


  • Brantford, Ontario, Canada ont ltd Full time

    Join Ont Ltd as a Financial Management Specialist to take on a dynamic role that combines accounting expertise with business acumen.About the RoleThis full-time position is responsible for managing financial records, preparing cheques for payroll, calculating fixed assets and depreciation, maintaining general ledgers and financial statements, posting journal...


  • Brantford, Ontario, Canada ont ltd Full time

    Job Title: Financial Operations SpecialistJob Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at Ont Ltd. The successful candidate will be responsible for performing a variety of financial tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining...


  • Brantford, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a highly skilled Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets, providing tailor-made financial planning advice and solutions...


  • Brantford, Ontario, Canada ont ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Ont Ltd. The successful candidate will be responsible for performing a variety of financial tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key...


  • Brantford, Ontario, Canada Royal Bank of Canada> Full time

    Grow Your Career with RBCAs a financial professional at RBC Dominion Securities, you'll have the opportunity to shape your career and help your clients achieve their financial goals. With a strong brand and reputation, you'll be able to build a client base of high-net-worth individuals, families, and business owners and manage their complex financial needs....


  • Brantford, Ontario, Canada ONTARIO INC. Full time

    About the Role:At ONTARIO INC., we are seeking a skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key Responsibilities:Calculate and prepare cheques for...


  • Brantford, Ontario, Canada ont ltd Full time

    At Ont Ltd, we are seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.The ideal candidate will have a strong...


  • Brantford, Ontario, Canada Next Level Group Full time

    About Next Level GroupWe are a leading organization in the industry, seeking a skilled Fabrication Planning Specialist to join our team.Estimated Salary Range: $70,000 - $90,000 per annumJob Description:Role OverviewThis role involves planning, designing, procuring materials, and ensuring quality control for fabrication projects. Effective communication with...


  • Brantford, Ontario, Canada ont ltd Full time

    At Ont Ltd, we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for a variety of tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.The ideal candidate will have excellent...


  • Brantford, Ontario, Canada Randstad Full time

    We are currently seeking a detail-oriented and motivated Customer Financial Transactions Specialist to join our team in the Distribution industry.LocationBrantford, OntarioAbout the RoleThis is a 3 month contract position with strong potential to extend based on performance.Your Skills and QualificationsExperience with billing, credit, and...


  • Brantford, Ontario, Canada Elby Professional Recruitment Inc Full time

    Elby Professional Recruitment Inc is looking for a skilled Financial Accounting Specialist to assist the Controller in bookkeeping tasks. Key responsibilities include processing weekly payroll, coordinating with departments for AP invoices, and preparing and sending invoices to customers.This role is ideal for someone with strong bookkeeping and general...


  • Brantford, Ontario, Canada Elby Professional Recruitment Inc Full time

    We are seeking a highly skilled Financial Reporting Specialist to join our team at Elby Professional Recruitment Inc. This role will be responsible for assisting the Controller in bookkeeping tasks, focusing on AP, AR, and Payroll. The ideal candidate will have strong bookkeeping and general accounting experience, with a background working in a manufacturing...


  • Brantford, Ontario, Canada Elby Professional Recruitment Inc Full time

    About Our ClientElby Professional Recruitment Inc is a reputable firm that has an immediate opening for a Financial Operations Specialist. This role will be responsible for assisting the Controller in financial tasks focusing on Accounts Payable, Accounts Receivable and Payroll.What We Have to OfferA competitive annual salary of $65,000 - $80,000 based on...


  • Brantford, Ontario, Canada SC Johnson Full time

    Job Summary:As a Senior Financial Planning and Analysis Professional at SC Johnson, you will play a key role in providing financial support to assigned Business and Customer portfolios. Your responsibilities will include P&L management, forecasting, and reporting to drive overall Consumer results.Key Responsibilities:Partner with assigned customer/business...

  • Accounting Specialist

    4 weeks ago


    Brantford, Ontario, Canada MITTEN INC Full time

    Job SummaryMitten is seeking a skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for maintaining accurate financial records, preparing financial statements, and performing various accounting tasks.Key ResponsibilitiesCalculate fixed assets and depreciationKeep financial records and establish, maintain and...