Financial Planner - Kitchener
Description
This role at TD Bank involves empowering mass affluent clients with holistic financial planning and advice, focusing on building strong client relationships, delivering expert financial guidance, and driving business growth. The planner will analyze financial data, collaborate with teams to enhance client experience, monitor productivity, stay updated on industry trends, mentor colleagues, and uphold risk management standards.
What We're Looking For
Partner with clients to understand financial objectives, conduct in-depth reviews, and foster long-term connections.,Leverage data-driven insights to analyze results, develop recommendations, and evaluate financial programs.,Collaborate with the team to achieve shared objectives and enhance client experience.,Monitor productivity and service delivery, identifying improvement opportunities.,Stay informed on industry best practices and emerging trends.,Mentor and guide colleagues.,Uphold a strong culture of risk management and control.
Ideal Candidate
Bachelor's degree preferred.,3-5 years of experience in banking services, 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.,CFP Eligibility requirements: University Degree OR up to 10 years of qualifying work experience OR been a QAFP professional in good standing for a minimum of 5 years.
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 (CIRO), Commitment to achieving Certified Financial Planner (CFP) designation within 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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