Financial Planner
Description
The Financial Planner role at TD Bank involves empowering mass affluent clients through holistic financial planning and advice. It offers an entrepreneurial business model where the planner builds their client portfolio. The position focuses on fostering strong client relationships, providing expert financial guidance, and driving business growth by understanding client objectives, conducting financial reviews, and developing recommendations. The role emphasizes continuous improvement, risk management, and team collaboration to enhance the client experience.
## Compensation Details
Eligible for commission based earnings.,Guaranteed base salary during 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 the client experience.,Monitor productivity and service delivery, identify efficiency opportunities, and champion continuous improvement initiatives.,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.,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, 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 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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