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
Mobile Mortgage Specialist
Pickering, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and customer service skills, and the ability to work independently. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
Laptop, Sales management system, Email
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
Mobile Mortgage Specialist
Newmarket, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship skills and a self-starting, entrepreneurial approach. Retail banking or credit knowledge and post-secondary education are preferred.
Laptop, Sales management system
Mobile Mortgage Specialist
Toronto, ONThe Toronto-Dominion Bank (Canada)
TD needs a proven sales professional who is self-motivated, enjoys developing new business and has strong interpersonal, communication and networking skills. Knowledge of retail banking or credit adjudication is ideal, and post-secondary education is preferred.
laptop, sales management system, email
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
Mobile Mortgage Specialist
York, ONThe Toronto-Dominion Bank (Canada)
Toronto-Dominion Bank needs a self-motivated sales professional with a proven sales record, strong relationship and networking skills, and an interest in retail banking or credit. Post-secondary education is preferred.
Sales management system, Laptop, Email
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
Mobile Mortgage Specialist
Toronto, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales record, strong relationship and networking skills, and a self-starting, entrepreneurial approach. Knowledge of retail banking or credit adjudication is ideal, and post-secondary education is preferred.
laptop computer, sales management system, email
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
Mobile Mortgage Specialist
Coquitlam, BC +2The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and networking skills, and an entrepreneurial, self-starting approach. Knowledge of retail banking or credit adjudication is preferred, along with post-secondary education.
Laptop, Sales management system
Mobile Mortgage Specialist
Richmond Hill, ON +4The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and communication skills, and a self-starting, independent approach to business development. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
Laptop, Email, Sales management system, Phone
Mobile Mortgage Specialist
Toronto, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and networking skills, and a self-starting, entrepreneurial approach. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
laptop, sales management system
Estate Planning Advisor (Insurance)
Montréal, QCThe Toronto-Dominion Bank (Canada)
8+ YOECandidates need 8 to 10 or more years of Canadian life insurance experience, a life insurance licence and a designation such as CFP, CLU or CHFC. Fluent French and English are required, along with a university degree and strong estate planning and tax knowledge.
Client relationship management, Sales, Regulatory compliance, Risk management, Bilingualism, Taxation
Mobile Mortgage Specialist
Etobicoke, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship skills and an entrepreneurial, self-starting approach. Knowledge of retail banking or credit adjudication is an asset, and a language such as Italian, Ukrainian, Mandarin, Cantonese, German or Polish is preferred.
Laptop, Email, Sales management system