Career Event - Financial Planning, Etobicoke
Description
This event offers an opportunity to meet the leadership team and learn about the Financial Planner role at TD Wealth. The Financial Planner will empower mass affluent clients through holistic financial planning, build strong client relationships, deliver expert advice, and drive business growth. The role involves understanding client objectives, conducting financial reviews, leveraging data-driven insights, collaborating with teams, monitoring productivity, staying informed on industry trends, mentoring colleagues, and upholding risk management. The compensation includes a guaranteed base salary for the first four years, with commission-based earnings, along with competitive benefits.
## Compensation Details
The compensation includes a guaranteed base salary for the first four years, with commission-based earnings, along with competitive benefits.
What We're Looking For
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections.,Leverage data-driven insights to analyze results, develop recommendations, and evaluate financial programs.,Collaborate with the team to achieve shared objectives and enhance the client experience.,Monitor productivity and service delivery, identify efficiency opportunities, and champion continuous improvement.,Stay informed on industry best practices and emerging trends.,Share expertise by mentoring and guiding colleagues.,Uphold a strong culture of risk management and control.,Engage as a valued team member and contribute to a positive, service-oriented workplace.,Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not currently licensed.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
Ideal Candidate
Bachelor’s degree preferred,3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred),Willingness to obtain Registered Representative (RR) licensing with CIRO (if not currently licensed),Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role (CFP Eligibility requirements: University Degree OR 10 years of qualifying work experience OR QAFP professional in good standing for a minimum of 5 years)
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to obtain Registered Representative (RR) licensing with CIRO. Must be committed to achieving the Certified Financial Planner (CFP) designation within the first three years. This is an exclusive, invite-only event.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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