Financial Planning Specialist

4 weeks ago


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

About the Role

We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Conduct in-depth 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, including investment and retirement planning
  • Build and maintain strong relationships with clients, understanding their financial needs and goals
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations

Requirements

  • 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

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

About TD Wealth

TD Wealth is a leading provider of wealth management and investment services in Canada. We are committed to delivering exceptional client service and building long-term relationships with our clients. Our team of experienced financial planners and advisors work closely with clients to understand their financial goals and objectives, providing personalized advice and solutions to help them achieve their goals.

Why Join TD Wealth?

At TD Wealth, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional client service and building long-term relationships with our clients. We are proud to be a leader in the wealth management industry and are committed to making a positive impact in the communities we serve.



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