Career Event - Financial Planning, Toronto

Career Event - Financial Planning, Toronto

05 Sep
|
TD Bank
|
Toronto

05 Sep

TD Bank

Toronto

## Career Event - Financial Planning, TorontoPostulerremote type: Sur placelocations: Toronto, Ontario: Scarborough, Ontario: North York, Ontario: Markham, Ontariotime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 13 juillet 2026 (Il reste 23 jours pour postuler)job requisition id: R _ **Work Location**:,**Hours:**0**Line of Business:**Gestion de patrimoine TD**Pay Details:**We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.**Job Description:****We are hosting an exciting Career Event, July 23rd, in Toronto providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning.**Join Our Team as a Financial PlannerAre you a forward-thinking qualified 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.We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.In this position, you will focus on building strong client relationships,



delivering expert advice, and driving business growth. Your responsibilities will include:* Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance* Leveraging data-driven 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 organization’s risk appetite* Engaging fully as a valued team member and contributing to a positive, service-oriented workplaceWhat We’re Looking For* Bachelor’s degree preferred* 3–5 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 applyingKey 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 high-value sales* A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements* Exceptional interpersonal and problem-solving 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 othersIf you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.**This is an exclusive, invite-only event. If you are selected, you will receive an email invitation to attend.**#LI-Wealth**Who We Are**TD Securities is one of the world's leading global financial institutions and is the fifth largest

📌 Career Event - Financial Planning, Toronto
🏢 TD Bank
📍 Toronto

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