Job Title

Join Our Team as a Financial Planner Are you a forwardthinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations. Responsibilities Partnering with clients to understand their life and financial objectives, conducting indepth financial reviews, and fostering longterm connections through ongoing support and guidance Leveraging datadriven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment Upholding a strong culture of risk management and control, aligned with the organizations risk appetite Engaging fully as a valued team member and contributing to a positive, serviceoriented workplace What Were Looking For Bachelors degree preferred 35 years of experience in banking services, with a track record of 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 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 Key Skills That Set You Apart A genuine passion for financial planning and a drive to help clients realize their financial and life goals An entrepreneurial mindset with experience in business development, networking, and highvalue sales A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements Exceptional interpersonal and problemsolving abilities for building lasting client relationships Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others Benefits Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental wellbeing goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Training & Onboarding We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role. Interview Process Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec only) Sans Objet If youre ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us. #J-18808-Ljbffr