Financial Planner - Lindsay, ON
Description
TD Bank is seeking a forward-thinking Financial Planner to empower mass affluent clients through holistic financial planning and advice. This role involves building strong client relationships, delivering expert financial guidance, and driving business growth. The planner will conduct in-depth financial reviews, analyze data-driven insights, collaborate with a team, monitor productivity, stay informed on industry trends, mentor colleagues, and uphold risk management standards.
What We're Looking For
Partner with clients to understand financial objectives and foster long-term relationships.,Conduct in-depth financial reviews and provide ongoing support.,Leverage data insights for recommendations and program evaluation.,Collaborate with team members to achieve shared objectives and enhance client experience.,Monitor productivity, identify efficiency opportunities, and champion continuous improvement.,Stay informed on industry best practices and emerging trends.,Mentor and guide colleagues, fostering a collaborative environment.,Uphold a strong culture of risk management and control.
Ideal Candidate
Bachelor’s degree preferred,3–5 years of experience in banking services, with a track record of 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 in the role
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 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
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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