Financial Planner - Mount Forest & Listowel
Mount Forest, ON +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need banking or financial services experience with client relationship and investment advice skills, plus willingness to obtain RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner – Chomedey Laval
Laval, QCThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF), 3 to 5 years of banking experience, and English and French bilingualism. Willingness to obtain CIRO Registered Representative licensing is also required.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner - Cavendish
Montréal, QCThe Toronto-Dominion Bank (Canada)
3+ YOEDiplôme de planificateur financier de l’Institut de planification financière; Licence de représentant inscrit (RR) auprès de l’OCRI; Trois à cinq ans d’expérience dans le domaine bancaire
Financial planning, Customer experience, Customer service, Coaching, Bilingualism, French
Financial Planner - Owen Sound & Surrounding Areas
Owen Sound, ON +4The Toronto-Dominion Bank (Canada)
3+ YOECandidates need a bachelor's degree (preferred), three to five years of banking or client advisory experience, and willingness to get Registered Representative licensing with CIRO and the CFP designation. Strong communication, sales and problem-solving skills are essential.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - St. John's, NL
St. John's, NLThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need 3 to 5 years of banking or client-relationship experience, a passion for financial planning and sales skills. A bachelor's degree is preferred, and candidates must be willing to obtain RR licensing with CIRO and pursue the CFP designation.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Trenton
Trenton, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a passion for financial planning and client relationships, preferably 3 to 5 years of banking experience, and a willingness to get RR licensing with CIRO and pursue the CFP designation within three years.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - L'Île-Perrot
Notre-Dame-de-l'Île-Perrot, QCThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning (IPF) before the start date, three to five years of banking experience, and English and French bilingualism. Willingness to obtain Registered Representative licensing with CIRO is required if not already licensed.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner - Rouyn, Qc
QuebecThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a financial planner diploma from the Institute of Financial Planning, ideally 3 to 5 years of banking or client advisory experience, and a willingness to obtain RR licensing with CIRO. Strong interpersonal, sales and communication skills are essential.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
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
Associate Planner - Parry Sound/Huntsville
Parry Sound, ON +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus strong sales and networking skills. A Canadian Securities Course or CFA Level 1 is required before the start date, with CIRO registration and further designations to complete after hiring.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
High Net Worth Planner
Montréal, QCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need an undergraduate degree and an advanced professional designation such as CPA or LL.B. They also need at least 10 years of personal tax experience and a willingness to earn the IPF Financial Planner Designation within 18 months.
CCH FP Solutions, Voyant
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
Associate Planner - Barrie
Barrie, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need 3 to 5 years of banking, financial services or client-facing sales experience, plus the ability to build relationships and deliver investment advice. They must pass the CIRE, become a CIRO registered representative, and commit to earning the CFP designation within three years.
Financial planning, Sales, Cold calling, Community engagement, Risk management, CIRO
Financial Planner-Yorkton
Yorkton, SK +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need several years of financial services experience managing client relationships and giving financial advice. They must become a CIRO Registered Representative within 120 days and earn the CFP designation within 3 years, and a university degree is preferred.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting