Financial Advisor Work From Home

TD Wealth

60000 - $70000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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 and help clients realize their goals and aspirations.
In this position you will focus on building strong client relationships delivering expert advice and driving business growth. 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
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
Upholding a strong culture of risk management and control aligned with the organizations risk appetite
Bachelors degree preferred

• 35 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.
• Up to 10 years of qualifying work experience
• 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
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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

We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if youd 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.
Language Requirement (Quebec only):