Financial Planner
Description
TD is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and advice. The role involves building a client portfolio, fostering long-term relationships, and providing expert financial guidance.
## Compensation Details
Compensation is commission-based with a guaranteed base salary for the first four years, complemented by competitive benefits.
What We're Looking For
Partner with clients to understand financial objectives, conduct in-depth financial reviews, and provide ongoing support.,Leverage data insights to analyze results, develop recommendations, and evaluate financial programs.,Collaborate with the team to achieve shared objectives and enhance client experience.,Monitor productivity, identify efficiency opportunities, and champion continuous improvement.,Stay informed on industry best practices and emerging trends.,Mentor and guide colleagues, fostering a collaborative environment.,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 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 (requires University Degree OR up to 10 years of qualifying work experience OR 5 years as a QAFP professional).
Minimum Education
Bachelor's Degree (preferred); University Degree or equivalent experience for CFP designation
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Willingness to obtain Registered Representative (RR) licensing with CIRO,Commitment to achieving the Certified Financial Planner (CFP) designation within three years
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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