Financial Planner

Financial Planner
Employment type: Full-time
City: Victoria
Last visit: 2014-10-29
Author's ads: 1

Posted: 2014-10-29


About TD Bank Group

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group ("TD" or "the Bank"TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe: Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance; U.S. Retail, including TD Bank, America's Most Convenient Bank, TD Auto Finance U.S and an investment in TD Ameritrade; and Wholesale Banking, including TD Securities. TD also ranks among the world's leading online financial services firms, with approximately 8 million active online and mobile customers. TD had CDN$862.0 billion in assets on October 31, 2013. The Toronto-Dominion Bank trades under the symbol ""TD"" on the Toronto and New York Stock Exchanges.

The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. The FP will also identify opportunities to refer clients to other TD partners, i.e. Retail and Wealth Management Partners.

Licensed to sell Mutual Funds and 3-5 years industry experience. Licensed with IIROC as a Registered Representative OR if not currently licensed: Successful completion of the Canadian Securities Course (CSC) within the last 3 years prior to commencing in FP role; Successful completion of the Conduct & Practices Handbook (CPH) within the last 2 years or must be completed within first 90 days in the role. Completion of the Certified Financial Planner designation within the first 24 months in the role. Professional team player with excellent relationship management skills, both internally and externally.Demonstrated ability to gather assets. Excellent communicator both verbally and written with proven presentation skills.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

TD is committed to providing accommodations. if you require an accommodation, we will work with you to meet your needs.

Industry: Financial Services and Banking

Job Function: Sales and Business Development