Financial Planner - Aylmer
Aylmer, QCThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need an Institute of Financial Planning diploma, willingness to obtain RR licensing with CIRO, 3 to 5 years of banking experience, and fluency in English and French. Strong sales, networking and client relationship skills are essential.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner - Brockville
Brockville, ON +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need banking or investment advice experience, a willingness to obtain RR licensing with CIRO, and a commitment to earning the CFP designation within three years. A bachelor's degree is preferred.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Windsor
Windsor, ON +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need banking or financial advice experience, ideally 3 to 5 years, and a willingness to get RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred, along with strong sales, networking and communication skills.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Petawawa/Pembroke/Renfrew
Petawawa, ON +2The Toronto-Dominion Bank (Canada)
3+ YOECandidates need several years of banking or client relationship experience, a willingness to obtain RR licensing with CIRO, and a commitment to earn the CFP designation within three years. A bachelor's degree is preferred, along with strong sales, communication and problem-solving skills.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Montréal
Montréal, QCThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), the Canadian Investment Regulatory Exam (CIRE), and English and French bilingualism. Three to five years in banking or financial services is preferred.
Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends
Financial Planner - Saskatoon
Saskatoon, SKThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need several years in financial services managing client relationships and giving investment advice, plus sales and business development experience. A CIRO Registered Representative licence is required within 120 days, and the CFP designation within three years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner - Vietnamese Language skill preferred
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus a strong sales and business development record. A CIRO Registered Representative licence and CFP designation are required, and Vietnamese language skills are an asset.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting