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About the Role
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations. We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.
Responsibilities
- Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
- Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
- Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
- Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
- Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
- Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
- Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
- Engaging fully as a valued team member and contributing to a positive, service-oriented workplace
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
- Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
- Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
- CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience OR Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Skills
- A genuine passion for financial planning and a drive to help clients realize their financial and life goals
- An entrepreneurial mindset with experience in business development, networking, and high-value sales
- A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
- Exceptional interpersonal and problem-solving abilities for building lasting client relationships
- Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others
Location
- Toronto, Ontario, Canada
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Bachelor's degree preferred
- University Degree
Salary/Compensations
- $60,000 - $70,000 CAD
- Commission-based earnings
- Guaranteed base salary during the first four years
Benefits
- Competitive benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Training and onboarding sessions
About the Company
- 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.
Equal Opportunity
- 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.
- Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.