Financial Planner - Kirkland
Description
TD Wealth is seeking an experienced Financial Planner to provide comprehensive financial planning and advice to mass affluent investing clients. The role focuses on helping clients achieve their financial goals through personalized solutions, relationship management, and business development, contributing to both client loyalty and business success.
## Compensation Details
Eligible for commission based earnings.
What We're Looking For
Identify client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.,Conduct reporting and relevant analysis to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.,Contribute to team and department goals while strengthening customer service and dedication.,Monitor service, productivity and assess efficiency and implement continuous improvements.,Be knowledgeable of best practices and procedures and stay ahead of emerging trends.,Acquire and apply expertise, provide mentorship, assistance and direction to others.,Maintain a culture of risk management and control, supported by aligned risk appetite.,Participate fully as a member of the team, support a positive and service-oriented work environment.
Ideal Candidate
Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.,Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date.,3 to 5 years of banking experience.,Bilingualism (English and French) required to serve clients.,CIRO license preferred (required within first 90 days in role).,Complete Conduct & Practices Handbook (CPH) within first 90 days in role.,Complete Wealth Management Essentials (WME) within first 30 months in role.
Minimum Education
Financial planner diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Eligible for commission based earnings.
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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