Description
TD Wealth is seeking an experienced Financial Planner to provide comprehensive financial planning and advice to mass affluent clients. The role focuses on understanding client financial goals, delivering personalized solutions, and fostering strong client relationships to drive business success and loyalty.
What We're Looking For
Assist clients in meeting their financial goals and objectives.,Relationship management, advice, and business development focus.,Prospect external business development opportunities through networking.,Experience in high-value sales and business development.,Contribute to team and department goals.,Strengthen customer service and dedication.,Monitor service, productivity, and assess efficiency, implementing continuous improvements.,Maintain a culture of risk management and control.,Participate fully as a team member, supporting a positive and service-oriented work environment.
Ideal Candidate
Experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice.,Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
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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