Financial Planning Professional
2 weeks ago
This is an exciting opportunity to join The Toronto-Dominion Bank (Canada) as a Financial Planner. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and objectives.
Company OverviewThe 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.
Job DescriptionWe are seeking an experienced professional skilled at providing comprehensive financial planning and advice to mass affluent investing clients. You will work closely with clients to identify their life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building, and ongoing services.
Key Responsibilities:- Conduct client needs assessments and develop tailored financial plans
- Provide ongoing financial planning and investment advice to clients
- Build and maintain strong relationships with clients through regular communication and service delivery
- Stay up-to-date on industry trends, regulatory changes, and best practices in financial planning
To be successful in this role, you will need:
- A financial planner diploma granted by the Institute of Financial Planning (IPF) or equivalent
- Certified Canadian Securities Course (CSC) or CFA Level 1 (or higher)
- At least 3-5 years of banking experience
- Bilingualism (English and French) to serve our clients in the community with English-speaking needs
As a TD Bank Financial Advisor, you can expect a competitive compensation package, including a base salary of $80,000 - $120,000 per year, depending on experience. You will also have access to a range of benefits, including health and well-being benefits, savings and retirement programs, paid time off, banking benefits, career development opportunities, and reward and recognition programs.
About UsThe Toronto-Dominion Bank (Canada) is deeply committed to being a leader in customer experience. We believe that all colleagues, no matter where they work, are customer facing. 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.
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