Financial Planning Specialist

4 weeks ago


Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full time

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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