Career Event Financial Planning, Burlington

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Were committed to providing fair and equitable compensation to all our colleagues. As a candidate we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions including pay details for this role.

Job Description:

We are hosting an exciting Career Event September 24th in Burlington Ontario providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth Financial Planning.

Join Our Team as a Financial Planner

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 andhelpclients 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 addition we provide competitive benefits to ensure a stable and motivating environment ideal for developing your client base.

In this position you will focus on building strong client relationships delivering expert advice and driving business growth. Your responsibilities will include:

• Partnering with clients to understand their life and financialobjectives 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 sharedobjectiveswhile enhancing the client experience anddemonstratinga commitment to service excellence

• Monitoring productivity and service deliveryidentifyingopportunities for increased efficiency and championing continuous improvement initiatives

• Staying informed on industry best practices and emerging trends to ensure youremainat the forefront of financial planning

• Sharing yourexpertiseby mentoring and guiding colleagues fostering a collaborative and supportive environment

• Upholding a strong culture of risk management and control aligned with the organizations risk appetite

• Engaging fully as a valued team member and contributing to a positive service-oriented workplace

WhatWereLooking For

• Bachelors degree preferred

• 35 years of experience inbankingservices witha track recordof managing client relationships andprovidingtailored 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 yearsinthe role.

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

  • Up to 10 years of qualifying work experience

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

Key Skills That Set You Apart

• 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

Ifyoureready to shape your future while supporting others on their financial journey we invite you to apply and grow with us.

This is an exclusive invite-only event. If you are selected you will receive an email invitation to attend.

#LI-Wealth

Who We Are

TD Securities is one of the worlds 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 95000 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.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits including medical coverage paid time off career development and reward and recognition programs.

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you require an accommodation for the recruitment / interview process (including alternate formats of materials or accessible meeting rooms or other accommodation) please let us know and we will work with you to meet your needs.