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TD Bank

Offers banking, loans, and wealth management.

Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeKentville, NS, CanadaIn-person

About the Job

Requirements

  • A bachelor's degree is a plus.
  • Three to five years of experience in banking, financial services, or a client-facing sales role is preferred.
  • Demonstrated ability to build relationships, grow a client base, and deliver investment advice.
  • Successful completion of the Canadian Investment Regulatory Exam is required before the start date.
  • Be ready to obtain Registered Representative licensing with the Canadian Investment Regulatory Organization if not already licensed.
  • Commitment to earn the Certified Financial Planner designation within the first three years.
  • Meet CFP eligibility requirements as defined by FP Canada: hold a university degree, have up to 10 years of relevant experience, or have five or more years as a QAFP professional in good standing.
  • Stay current on investment markets, industry developments, trends, and regulations.
  • Communicate clearly and work effectively independently and as part of a team.

Responsibilities

  • Build and grow a personal client portfolio through proactive business development while delivering holistic financial planning advice.
  • Understand clients' priorities and future goals, and guide them through their financial journey.
  • Acquire new clients and bring in assets through strategic outreach and consistent community presence.
  • Use prospecting methods including cold calling, attending and hosting events, networking, and local community engagement.
  • Use data and technology tools to analyze results and provide financial advice.
  • Identify ways to improve productivity and work processes.
  • Keep current with financial trends and best practices.
  • Support teammates and share insights.
  • Keep risk management in mind to protect clients and the company.
  • Contribute to a positive, service-focused team culture.

Desired Qualifications

  • Genuine interest in helping clients achieve financial and life goals.
  • Strong interest in investments and keeping up with markets, news, and trends.
  • Entrepreneurial approach, including networking, building a business, and pursuing financial goals.
  • Problem-solving ability and skill in building lasting relationships.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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