Financial Planner
Description
TD is seeking a Financial Planner to assist mass affluent clients with holistic financial planning and advice. This role involves building client relationships, providing expert advice, and driving business growth through an entrepreneurial model.
## Compensation Details
Compensation includes a guaranteed base salary for the first four years, plus commission-based earnings, along with competitive benefits.
What We're Looking For
Partner with clients to understand financial objectives and foster long-term relationships.,Conduct in-depth financial reviews.,Leverage data-driven insights for recommendations and program evaluation.,Collaborate with team members to enhance client experience.,Monitor productivity and identify efficiency opportunities.,Stay informed on industry best practices and trends.,Mentor and guide colleagues.,Uphold risk management and control culture.,Contribute to a positive, service-oriented workplace.
Ideal Candidate
Bachelor's degree preferred.,3–5 years of experience in banking services with client relationship management and investment advice (preferred).,Willingness to obtain Registered Representative (RR) licensing with CIRO, if not currently licensed.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role (CFP Eligibility: University Degree OR 10 years of qualifying work experience OR QAFP professional in good standing for 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), 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.