Financial Planner
2 days ago
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 mass affluent investing clients.
Key Responsibilities- Conduct in-depth financial planning and analysis to identify clients' life and financial goals
- Develop and implement personalized financial plans to help clients achieve their objectives
- Provide ongoing financial planning and advice to clients, including regular reviews and updates
- Collaborate with other team members to ensure seamless delivery of financial planning services
- Stay up-to-date with industry trends and best practices to provide expert advice to clients
- IQPF licensing required prior to start date
- Canadian Securities Course (CSC) required
- 3 to 5 years of banking experience
- Proficiency in English and French
- 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
TD Wealth is a leading provider of wealth management services in Canada. We are committed to delivering exceptional customer experiences and providing our clients with personalized financial planning and advice.
We offer a comprehensive benefits package, including health and wellness benefits, retirement savings plans, and opportunities for career development and advancement.
If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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