Pay Details
$70,000 CAD per year. This role is eligible for commission‑based earnings.
Job Description
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 focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving 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.
Required
Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
3 to 5 years of banking experience.
Bilingualism (English and French) required to serve our clients in the community with English‑speaking needs.
Nice To Have
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.
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 workplace.
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.