Description
TD Bank is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. This role involves building client relationships, providing expert advice, driving business growth, and collaborating with a team to enhance the client experience. The successful candidate will leverage data-driven insights, monitor productivity, stay informed on industry trends, mentor colleagues, and uphold risk management practices. This position offers an entrepreneurial business model to build a client portfolio with a commission-based compensation and a guaranteed base salary for the first four years, along with competitive benefits.
## Compensation Details
Commission-based compensation and a guaranteed base salary for the first four years.
What We're Looking For
Partner with clients to understand 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 the team to achieve shared objectives and enhance client experience.,Monitor productivity and service delivery, identify efficiency opportunities, and champion continuous improvement.,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.,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 client relationship management and 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 requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience, Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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