Financial Planner - West Island
Description
TD Wealth is seeking an experienced Financial Planner to provide comprehensive financial planning and advice to mass affluent investing clients. The role involves identifying client financial goals, conducting reviews, building long-term relationships, and contributing to business development while maintaining a focus on customer service and risk management. This position aims to help clients achieve their financial objectives by offering personalized solutions and fostering client loyalty within an award-winning team environment.
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 using results 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 our clients in the community with English-speaking needs.,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
This job opportunity is subject to provincial regulation for employment purposes.
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.