Financial Planner - Mount Forest & Listowel
Description
The Financial Planner role at TD Bank focuses on empowering mass affluent clients through holistic financial planning and advice. Key responsibilities include building strong client relationships, delivering expert financial advice, driving business growth, and analyzing data to develop recommendations. The role also involves collaborating with teams, monitoring productivity, staying updated on industry trends, mentoring colleagues, and upholding risk management standards.
What We're Looking For
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections.,Leverage data-driven insights to analyze results, develop recommendations, and evaluate financial programs.,Collaborate with team members to achieve shared objectives and enhance the client experience.,Monitor productivity and service delivery, identify opportunities for efficiency, and champion continuous improvement initiatives.,Stay informed on 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, aligned with the organization's risk appetite.,Engage as a valued team member and contribute to a positive, service-oriented workplace.
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. CFP Eligibility requires a University Degree OR up to 10 years of qualifying work experience OR being 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 with the Canadian Investment Regulatory Organization (CIRO).,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
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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