Financial Planner

Job Description

Financial Planner | TD Bank

The Tone:
This is a full-time role at TD Bank, located in Bolton, Ontario, Canada. TD Bank is one of the world’s leading global financial institutions, dedicated to making every interaction, product, and experience remarkably human and refreshingly simple for millions of clients. This role is crucial for empowering mass affluent clients through holistic financial planning and expert advice, directly supporting them in achieving their financial ambitions and life goals. You will make a meaningful impact by helping clients realize their aspirations.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person Bolton, Ontario, Canada
• Pay: $60000–$70000 yearly
• Team: Collaborates with a team to achieve shared objectives.
• Mission: Empower mass affluent clients through holistic financial planning and advice to help them achieve their financial ambitions and goals.

What You’ll Actually Do
• Client Partnership: Understand client life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support.
• Data Analysis: Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs.
• Team Collaboration: Work with your team to achieve shared objectives, enhance the client experience, and demonstrate service excellence.
• Efficiency Monitoring: Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.
• Industry Expertise: Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.
• Risk Management: Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.

The Must-Haves
• Background: Bachelor’s degree preferred.
• Experience: 3-5 years in banking services with a track record of managing client relationships and providing tailored investment advice.
• Skills: Business development, networking, high-value sales, understanding of industry landscape, economic trends, regulatory requirements, interpersonal and problem-solving abilities, and strong communication skills.
• Bonus: 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; Italian, Croatian or Spanish language considered an asset.