Financial Planner - Future Opportunities
Description
This role is for a Financial Planner focusing on empowering mass affluent clients with holistic financial planning and advice. It involves building client portfolios, fostering relationships, providing expert guidance, and driving business growth. The compensation model is commission-based, supplemented by a guaranteed base salary for the initial four years and comprehensive benefits.
## Compensation Details
The compensation model is commission-based, supplemented by a guaranteed base salary for the initial four years and comprehensive benefits.
What We're Looking For
Partner with clients to understand their financial objectives, conduct in-depth financial reviews, and cultivate long-term connections.,Utilize data-driven insights to analyze results, develop recommendations, and assess the effectiveness of financial programs.,Collaborate with the team to achieve shared objectives and enhance the client experience.,Monitor productivity and service delivery, identify opportunities for increased efficiency, and advocate for continuous improvement.,Stay current with industry best practices and emerging trends in financial planning.,Share expertise by mentoring and guiding colleagues.,Uphold a strong culture of risk management and control.,Actively contribute as a team member to a positive, service-oriented workplace.
Ideal Candidate
Bachelor’s degree preferred.,3–5 years of experience in banking services, including client relationship management and tailored investment advice (preferred).,Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not already licensed.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.,CFP Eligibility requirements include a University Degree OR up to 10 years of qualifying work experience OR a minimum of 5 years as a QAFP professional.
Minimum Education
Bachelor's Degree (preferred)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Subject to provincial regulation for employment purposes.
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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