Financial Planner

7 days ago

Saguenay, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Conduct comprehensive 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 to ensure they stay on track with their financial goals
  • Collaborate with other team members to ensure seamless delivery of financial planning services to clients
  • Stay up-to-date with industry trends and best practices to ensure clients receive the most effective financial planning solutions
Requirements
  • IQPF licensing required prior to start date
  • Canadian Securities Course (CSC) required
  • 3 to 5 years of banking experience
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
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
About TD Wealth

TD Wealth is a leading provider of wealth management services in Canada. We are committed to helping our clients achieve their financial goals and objectives through personalized financial planning and advice.

We offer a comprehensive range of financial planning services, including investment planning, retirement planning, estate planning, and tax planning. Our team of experienced financial planners work closely with clients to understand their unique financial needs and goals, and develop personalized financial plans to help them achieve their objectives.

We are proud to be part of TD Bank Group, one of the largest and most respected financial institutions in North America. Our commitment to excellence and customer service has earned us numerous awards and recognition in the industry.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.

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