Financial Planner

4 days ago

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

About the Role:

The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Identify client needs and develop personalized financial plans to meet their goals and objectives.
  • Conduct financial analysis and provide recommendations to clients on investment strategies, risk management, and wealth planning.
  • Build and maintain strong relationships with clients, providing ongoing financial planning and advice.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Collaborate with other team members to achieve business objectives and provide exceptional customer service.
  • Develop and maintain a deep understanding of our clients' financial situations, goals, and risk tolerance.
  • Provide guidance and support to clients on financial planning and investment decisions.
  • Stay organized and manage multiple client relationships and financial plans simultaneously.

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.
  • Speak both English and French is an asset.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to providing our clients with exceptional financial planning and advice, and to helping them achieve their financial goals and objectives.

Our Total Rewards Package:

We offer a comprehensive total rewards package that includes a base salary, variable compensation, and a range of benefits and perks. Our package is designed to support the financial, physical, and mental well-being of our colleagues, and to help them achieve their career goals and objectives.

Accommodation:

We are committed to providing a barrier-free work environment and to accommodating the needs of our colleagues with disabilities. If you require accommodation during the interview process, please let us know in advance.

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