Financial Planner

Website Toronto Dominion Bank

Job Description:

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

Job Responsibilities:

  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity and assess efficiency and implement continuous improvements

Job Requirements:

  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • IQPF licensing required prior to start date (for Quebec only)
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • IIROC license preferred (required within first 90 days in role)
  • Achieve Certified Financial Planner designation w

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Coquitlam, BC, CA

Application Deadline: N/A

Apply Here

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