Financial Planner - Charlottetown, PEI
Description
Join TD Bank as a Financial Planner to assist mass affluent clients with comprehensive financial planning and advice. This role involves building strong client relationships, conducting in-depth financial reviews, and providing ongoing support to help clients achieve their financial goals. You will also analyze data, collaborate with a team, monitor productivity, and stay updated on industry trends to ensure service excellence and continuous improvement. The position also involves mentoring colleagues and maintaining a strong risk management culture.
What We're Looking For
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.,Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.,Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.,Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.,Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.,Share your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.,Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.,Engage fully as a valued team member and contributing to a positive, service-oriented workplace.,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 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,Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) (or willingness to obtain),Certified Financial Planner (CFP) designation within the first three years in the role (or willingness to obtain)
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Willingness to obtain Registered Representative (RR) licensing, Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years
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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