Financial Associate

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:

• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Monitor service, productivity and assess efficiency and implement continuous improvements
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Participate fully as a member of the team, support a positive and service-oriented work environment
• Maintain a culture of risk management and control, supported by aligned risk appetite

Job Requirements:

• Achieve Certified Financial Planner designation within first 2 years in role
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Deep understanding of the industry, competitive landscape and economic market issues
• IQPF licensing required prior to start date (for Quebec only)

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Guelph, ON, CA

Application Deadline: N/A

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