Financial Planner - Cornwall, ON
Description
The Financial Planner will work with mass affluent clients to provide holistic financial planning and advice, helping them achieve their financial goals. This role focuses on building strong client relationships, delivering expert advice, and contributing to business growth by understanding client objectives, conducting financial reviews, and providing ongoing support. The planner will also leverage data insights, collaborate with the team, monitor productivity, stay informed on industry trends, mentor colleagues, and uphold risk management practices.
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 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.
Ideal Candidate
Bachelor's degree 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. CFP Eligibility requires a University Degree OR up to 10 years of qualifying work experience OR being a QAFP professional in good standing for a minimum of 5 years at the time of applying.
Minimum Education
Bachelor's degree preferred
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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