Financial Planner - Inviting Applicants who identify as First Nation (Status and Non-Status) In[...]

The Toronto-Dominion Bank (Canada); Golden Horseshoe; On-site; CAD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a passionate Financial Planner to join their team. This role emphasizes building long-lasting client relationships and providing tailored financial advice. You will engage in comprehensive financial planning, helping clients achieve their financial goals while ensuring a legendary customer experience. The company values growth and skill development, offering a supportive environment for professional advancement. If you are driven by a passion for financial planning and eager to make a positive impact in clients' lives, this opportunity is designed for you.

Benefits

Training & Onboarding

Colleague Development

Total Rewards Package

Accessibility Accommodations

Qualifications

• 3-5 years in financial services managing client relationships.
• Canadian Securities Course or CFA Level 1 required before start.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Conduct analysis and make recommendations for program effectiveness.
• Support team goals while enhancing customer service.

Skills

Financial Planning

Client Relationship Management

Business Development

Problem-Solving

Communication Skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1

Job description

Financial Planner - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis

Financial Planner - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis

Apply remote type On Site locations Toronto, Ontario time type Full time posted on Posted Yesterday time left to apply End Date: May 1, 2025 (28 days left to apply) job requisition id R_1400020

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Job Description:

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. The 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.

Responsibilities:

• 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.

Educational Requirements:

• University Degree (preferred)
• 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• CIRO Registered Representative (RR) license within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role

Skills you will require:

• Passion for financial planning and driven to help clients reach their financial & life goals.
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.

This particular posting is open to those who identify as First Nation (Status and Non-Status), Inuit, and Métis with interest in the Financial Planner role.

Additional Information:

At TD, we recognize there is more work to be done on our collective journey towards Truth and Reconciliation. That's why, we're applying our business, people and philanthropy to help create a more inclusive and sustainable tomorrow for First Nation, Inuit, and Métis communities across Canada.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

Our Total Rewards Package: Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process: We’ll reach out to candidates of interest to schedule an interview.

Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

We look forward to hearing from you!