Financial Planner

Website Toronto Dominion Bank

Job Description:

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

Job Responsibilities:

  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Contribute to team and department goals while strengthening customer service and dedication
  • Participate fully as a member of the team, support a positive and service-oriented work environment
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

Job Requirements:

  • IIROC license preferred (required within first 90 days in role)
  • Canadian Securities Course (CSC) required
  • Achieve Certified Financial Planner designation within first 2 years in role
  • IQPF licensing required prior to start date (for Quebec only)
  • University Degree and/or 3-5 years industry experience
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
  • Deep understanding of the industry, competitive landscape and economic market issues
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Windsor, ON, CA

Application Deadline: N/A

Apply Here