Career Event - Financial Planning, Toronto

Job Description

Work Location : , Hours: 37.5 Line of Business: TD Wealth 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, May 14th, 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 Planner Are you a forward-thinking 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. 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 workplace What 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 E

Required Skills