
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:
- 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
- Acquire and apply expertise, provide mentorship, assistance and direction to others
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
- Monitor service, productivity and assess efficiency and implement continuous improvements
Job Requirements:
- 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
- IIROC license preferred (required within first 90 days in role)
Job Details:
Company: Toronto Dominion Bank
Job Category: Bank
Vacancy Type: Full Time
Job Location: Hamilton, ON, CA
Application Deadline: N/A
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