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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-timePointe-Claire, QC, CanadaIn-person

About the Job

Requirements

  • A financial planner diploma granted by the Institute of Financial Planning (IPF) is required before the start date.
  • English and French bilingualism is required to serve clients with English-speaking needs.
  • A Canadian Investment Regulatory Exam (CIRE) is required before the start date.
  • Candidates must be ready to register with the Canadian Investment Regulatory Organization (CIRO) if not already registered.

Responsibilities

  • Get to know clients, understand their priorities and future goals, and guide them toward achieving those goals.
  • Use data and technology tools to analyze results and provide advice.
  • Work with the team to achieve goals, share ideas, and create a strong client experience.
  • Identify ways to improve productivity and work processes.
  • Keep current with financial trends and best practices.
  • Support teammates and share insights in a collaborative environment.
  • Keep risk management in mind to protect clients and the company.

Desired Qualifications

  • A bachelor's degree is a plus.
  • Three to five years of banking or financial services experience is preferred, especially experience building relationships and providing investment advice.
  • Care about helping others reach their financial and life goals.
  • Show an entrepreneurial approach to networking, business development, and closing deals.
  • Stay informed about industry trends and regulations.
  • Build lasting relationships and demonstrate problem-solving ability.
  • Communicate clearly, work well independently or as part of a team, and support others.

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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