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:

  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Contribute to team and department goals while strengthening customer service and dedication
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

Job Requirements:

  • Achieve Certified Financial Planner designation within first 2 years in role
  • Canadian Securities Course (CSC) required
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • University Degree and/or 3-5 years industry experience

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Ottawa, ON, CA

Application Deadline: N/A

Apply Here

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