Tax Estate Planner
Montréal, QCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need a professional legal designation (LLB, LLM or JD), a commitment to complete CICA In Depth Tax levels 1 and 2 or a Masters of Tax, and at least 10 years of wealth planning experience. A CFP or F.Pl. designation is an asset.
Financial planning, Leadership, Communication skills, Time management, Organizational skills, French
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
Financial Planner- SW, Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need experience in financial services managing client relationships and giving financial advice, ideally 3 to 5 years. A university degree is preferred, and candidates must obtain a CIRO Registered Representative licence and work toward the CFP designation.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner- Southwest, Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ YOEThe Toronto-Dominion Bank needs candidates with 3 to 5 years of financial services experience managing client relationships and giving financial advice, ideally with a university degree. The role requires obtaining the CIRO Registered Representative licence within 120 days and the Certified Financial Planner designation within 3 years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
High Net Worth Planner
Vancouver, BCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need an undergraduate degree and an advanced professional designation such as a CPA or LL.B. They also need at least 10 years of personal tax experience and strong relationship, communication and computer skills.
Word, PowerPoint, Excel
Financial Planner- Memorial, Southeast Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need several years in financial services managing client relationships and giving financial advice, and a university degree is preferred. They must obtain the CIRO Registered Representative licence within 120 days and the Certified Financial Planner designation within 3 years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting