Financial Planner
Description
This role as a Financial Planner at TD Wealth involves empowering mass affluent clients through comprehensive financial planning and advice. The successful candidate will build client relationships, deliver expert advice, and drive business growth within an entrepreneurial model. Key responsibilities include understanding client objectives, conducting financial reviews, leveraging data for recommendations, collaborating with teams, monitoring productivity, staying updated on industry trends, mentoring colleagues, and upholding risk management.
What We're Looking For
Partner with clients to understand financial objectives, conduct reviews, and foster long-term relationships.,Leverage data insights for analysis, recommendations, and evaluation of financial programs.,Collaborate with the team to achieve shared objectives and enhance client experience.,Monitor productivity and service delivery, identify efficiencies, and champion continuous improvement.,Stay informed on industry best practices and emerging trends.,Mentor and guide 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.,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
Special Commitments
Must be willing to obtain Registered Representative (RR) licensing with CIRO; Must commit to achieving Certified Financial Planner (CFP) designation within the first 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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