Financial Planner
Description
The Financial Planner will empower mass affluent clients through comprehensive financial planning and advice. Responsibilities include building strong client relationships, delivering expert advice, driving business growth, conducting in-depth financial reviews, leveraging data-driven insights for recommendations, collaborating with teams to enhance client experience, monitoring productivity, staying informed on industry trends, mentoring colleagues, and upholding a strong culture of risk management.
## Compensation Details
Role is eligible for commission based earnings.
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 and develop recommendations.,Collaborate with team members to achieve shared objectives and enhance client experience.,Monitor productivity and service delivery, identifying opportunities for increased efficiency.,Stay informed on industry best practices and emerging trends in financial planning.,Share expertise by mentoring and guiding colleagues.,Uphold a strong culture of risk management and control, aligned with organizational 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.,CFP Eligibility requirements: University Degree OR up to 10 years of qualifying work experience OR have been a QAFP professional in good standing for a minimum of 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 CIRO.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.,Job opportunity is subject to provincial regulation for employment purposes.
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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