Financial Planner-North Shore

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The 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.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

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.

With a focus on relationship management, advice and business development, you will:

• Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services

• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

• Contribute to team and department goals while strengthening customer service and dedication

• Monitor service, productivity and assess efficiency and implement continuous improvements

• Be knowledgeable of best practices and procedures and stay ahead of emerging trends

• Acquire and apply expertise, provide mentorship, assistance and direction to others

• Maintain a culture of risk management and control, supported by aligned risk appetite

• Participate fully as a member of the team, support a positive and service-oriented work environment

• University Degree (preferred)

• 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)

• CIRO Registered Representative (RR) license within first 120 days in role

• Achieve Certified Financial Planner (CFP) designation within first 3 years in role

• CFP Eligibility requirements: University Degree OR meet one of the following:

  • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

  • Up to 10 years of qualifying work experience

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

• Passion for financial planning and driven to help clients reach their financial & life goals

• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development

• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment

• You have excellent people and problem-solving skills that help you build and maintain client relationships

• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship

#LI-Wealth

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.