Financial Planning Specialist
2 weeks ago
About the Role:
We are seeking a skilled Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planning Specialist, you will be responsible for providing comprehensive financial planning and advice to our clients.
Key Responsibilities:
- Identify client goals and provide tailored financial planning solutions
- Conduct financial analysis and make recommendations to clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and best practices
Requirements:
- University degree (preferred)
- 3-5 years of experience in financial services (preferred)
- Canadian Securities Course (CSC) or CFA Level 1 (or higher) required
- Complete Conduct & Practices Handbook (CPH) within first 90 days
- CIRO Registered Representative (RR) license within first 90 days
- Complete Wealth Management Essentials (WME) within first 30 months
- Achieve Certified Financial Planner (CFP) designation within first 3 years
Skills and Qualifications:
- Passion for financial planning and client relationships
- Excellent communication and problem-solving skills
- Ability to work collaboratively and independently
- Strong business development skills
About Us:
The Toronto-Dominion Bank (Canada) is a leading global financial institution with a commitment to customer service and community involvement. We offer a competitive compensation package and opportunities for career growth and development.
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