Strategic Financial Expert

3 weeks ago

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

We are seeking a skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada).

About the Role:

This is an exciting opportunity for a seasoned professional to provide comprehensive financial planning and advice to mass affluent investing clients.

In this role, you will be responsible for identifying client life and financial goals, providing expert reviews, and building long-term relationships through financial planning expertise, relationship building, and ongoing services.

  • You will conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices.
  • You will contribute to team and department goals while strengthening customer service and dedication.
  • You will monitor service, productivity, and assess efficiency and implement continuous improvements.
  • You will be knowledgeable of best practices and procedures and stay ahead of emerging trends.
  • You will acquire and apply expertise, provide mentorship, assistance, and direction to others.
  • You will maintain a culture of risk management and control, supported by aligned risk appetite.
  • You will participate fully as a member of the team, support a positive and service-oriented work environment.
Requirements:

To be successful in this role, you will require:

  • A university degree (preferred)
  • 3 – 5 years within the financial services industry managing client relationships, providing financial advice, and tailored investment solutions (preferred)
  • Certified Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • CIRO Registered Representative (RR) license within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role University Degree OR meet one of the following: Up to 10 years of qualifying work experienceHave been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Skills:

To excel in this role, you will need:

  • A passion for financial planning and driven to help clients reach their financial and life goals
  • Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high-value sales and business development
  • A deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
  • Excellent people and problem-solving skills that help you build and maintain client relationships
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships
Salary:

The estimated salary range for this position is between $70,000 and $110,000 per year, depending on experience.

About Us:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

Total Rewards Package:

We offer a comprehensive Total Rewards package, which 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.

Additional Information:

We are committed to providing the support our colleagues need to thrive both at work and at home through regular development conversations, training programs, and a competitive benefits plan.

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