Description
Join the team as a Financial Planner to empower mass affluent clients with holistic financial planning and advice. This role focuses on building strong client relationships, delivering expert financial guidance, and driving business growth by helping clients achieve their financial goals and aspirations. Responsibilities include conducting in-depth financial reviews, leveraging data for recommendations, and collaborating with a team to enhance the client experience.
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 continuously evaluate financial programs.,Collaborate with the team to achieve shared objectives and enhance the client experience.,Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.,Stay informed on industry best practices and emerging trends.,Share expertise by mentoring and guiding colleagues.,Uphold a strong culture of risk management and control, aligned with the organization's risk appetite.,Engage fully 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
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO).,Requires commitment to achieving the Certified Financial Planner (CFP) designation within the first three years.,Position is eligible for commission income.
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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