Financial Planner

Website Toronto Dominion Bank

Job Description:

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

Job Responsibilities:

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

Job Requirements:

  • Deep understanding of the industry, competitive landscape and economic market issues
  • IIROC license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • University Degree and/or 3-5 years industry experience
  • Canadian Securities Course (CSC) required

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Burnaby, BC, CA

Application Deadline: N/A

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