Overview

Financial Planner Job at TD Bank – in Etobicoke, ON

TD Description

Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you’ll be busy, but never bored.

Job Description

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

Identify your client’s life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services

Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

Contribute to team and department goals while strengthening customer service and dedication

Monitor service, productivity and assess efficiency and implement continuous improvements

Be knowledgeable of best practices and procedures and stay ahead of emerging trends

Acquire and apply expertise, provide mentorship, assistance and direction to others

Maintain a culture of risk management and control, supported by aligned risk appetite

Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements

University Degree and/or 3-5 years industry experience

Canadian Securities Course (CSC) required

IIROC license preferred (required within first 90 days in role)

Complete Conduct & Practices Handbook (CPH) within first 90 days in role

IQPF licensing required prior to start date (for Quebec only)

Complete Wealth Management Essentials (WME) within first 30 months in role

Achieve Certified Financial Planner designation within first 2 years in role

Deep understanding of the industry, competitive landscape and economic market issues

Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Job Family

Financial Planning

Job Category – Primary

Wealth Management

Hours

37.5

Business Line

TD Wealth

Time Type

Full Time

Employment Type

Regular

Country

Canada

**Province/State (Primary)

Ontario

City (Primary)

Etobicoke

Work Location

2972 Bloor Street West

Job Expires

13-Nov-2021

About the Company

Company: TD Bank –

Company Location:  Etobicoke, ON

Estimated Salary:

About TD Bank -