Talent.com
TD
Career Event - Financial Planning, TorontoTD • Canada, Canada
No longer accepting applications
Career Event - Financial Planning, Toronto

Career Event - Financial Planning, Toronto

TD • Canada, Canada
30+ days ago
Job type
  • Full-time
Job description
Work Location:
,

Hours:
0

Line of Business:
TD Wealth

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

We are hosting an exciting Career Event, July 23rd, in Toronto providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning.

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.

We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:
  • 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
  • Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
  • 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
  • Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
  • Upholding a strong culture of risk management and control, aligned with the organization's risk appetite
  • Engaging fully as a valued team member and contributing to a positive, service-oriented workplace

What We're Looking For
  • Bachelor's degree preferred
  • 3-5 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.
    • CFP Eligibility requirements: University Degree OR meet one of the following:
    • Up to 10 years of qualifying work experience
    • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart
  • 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
  • Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you're ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

This is an exclusive, invite-only event. If you are selected, you will receive an email invitation to attend.

#LI-Wealth

Who We Are

TD Securities is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Create a job alert for this search

Career Event - Financial Planning, Toronto • Canada, Canada

Similar jobs

Senior Manager, Financial Planning

Common Wealth Retirement, , canada, Canada
Full-time

Senior Manager, Financial Planning.Common Wealth Retirement provided pay range.This range is provided by Common Wealth Retirement.Your actual pay will be based on your skills and experience — talk ... Show more

 • Promoted

Hybrid Manager Tax Planning Empire Life

Empire Life, , canada, Canada
Full-time

Empower your career with Empire Life as the Manager of Tax, Retirement, and Estate Planning Services, a hybrid position available across Canada.Deliver exceptional service and technical expertise t... Show more

 • Promoted

Senior Marketing Events Manager

Perkins Coie, , canada, Canada
Full-time

The Senior Manager, Marketing Events leads the strategy, prioritization, and execution of the firm’s U.This role is responsible for ensuring that events are aligned to firm, practice, and industry ... Show more

 • Promoted

Digital & Field Events Marketing Manager

Wing Assistant, , canada, Canada
Full-time

Wing is seeking elite talent to join M32 AI (backed by top-tier Silicon Valley VCs), dedicated to building agentic AI for traditional service businesses.Think of it like a startup within a corporat... Show more

 • Promoted

Financial Planner, Scotia Financial Planning - London

ScotiabankCA
Full-time

Join a purpose‑driven winning team committed to results in an inclusive and high‑performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by provid... Show more

 • Promoted

Leaf Home Event Marketer Position

FountainCA
Part-time

Join Leaf Home as a part-time Event Marketer, engaging potential customers at local trade shows and festivals.Showcase our award-winning home solutions and help generate leads for our sales team.At... Show more

 • Promoted

Event Specialist

CPA OntarioCA
Full-time

Create Impactful Experiences that Engage and Inspire.CPA Ontario is seeking an Event Specialist to lead the full life cycle of planning and executing in-person, hybrid, and virtual events that stre... Show more

 • Promoted

Partnerships Manager

Clearco, , canada, Canada
Full-time

Clearco is the capital partner that thinks like a founder.We provide fast, flexible, and founder-first funding designed to scale with momentum.With over $3 billion deployed to 10,000+ brands, our p... Show more

 • Promoted

Senior Wealth Planning Specialist

Royal Bank of CanadaCA
Full-time

A leading financial institution in Canada seeks a Financial Planning Specialist to develop tailored financial plans for high net worth clients.You will support advisors, assist in business developm... Show more

 • Promoted

Strategic Client Partner

Alithya Group, , canada, Canada
Full-time

The salary range for this position in Ontario is $140,000 to $180,000.The determination of an applicant’s base salary within this range is based on the individual’s location, skills and competencie... Show more

 • Promoted

Financial Planning Specialist

Royal Bank of CanadaCA
Full-time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Show more

 • Promoted

Financial ERP Consultant

Endeavour Solutions Inc. -Dynamics 365 ERP, CRM & Cloud, , canada, Canada
Full-time

Reporting to the Director of Government Solutions, you will use your expertise to ensure the implementation of industry best practices.You will be a product expert and will be working in close coll... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncCA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Etobicoke

ScotiabankCA
Full-time

What is the role of a Financial Planner?.As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service.As a dedi... Show more

 • Promoted

Investment Sales Financial Planner - Scotiabank

ScotiabankCA
Full-time

Be a part of Scotiabank's team as an Investment Sales Financial Planner in London, Ontario, specializing in the mass-affluent clientele.Focus on building relationships and driving sales through exp... Show more

 • Promoted

Manager, Financial Planning & Analysis

Precision Medicine Group, , canada, Canada
Full-time

Manager, Financial Planning & Analysis (FP&A).The Manager of Financial Planning & Analysis is a critical role that will be responsible for driving financial insight, forecasting accuracy, operation... Show more

 • Promoted

Strategic Leader, Major Health Conference & Events

Ontario Dental Association (ODA)CA
Full-time

A leading dental association in Canada is seeking a Senior Manager for Conference and Events to oversee one of the largest health professional conference portfolios.This role involves planning, exe... Show more

 • Promoted

High Net Worth Client Financial Planning Specialist Opportunity

Royal Bank of CanadaCA
Full-time

Transform the financial landscape for High Net Worth clients as a Financial Planning Specialist.Collaboratively devise personalized financial plans that address investment, estate, and tax consider... Show more

 • Promoted

Manager, Financial Planning & Analysis

Precision AQ, , canada, Canada
Full-time

Manager, Financial Planning & Analysis (FP&A).The Manager of Financial Planning & Analysis is a critical role that will be responsible for driving financial insight, forecasting accuracy, operation... Show more

 • Promoted

Financial Planning and Analysis Manager

HireLoft Recruitment, , canada, Canada
Permanent

We're partnering with a well-established, mid-sized insurance organization to hire a Financial Planning and Analysis Manager.This is a newly created, permanent role with real influence over how the... Show more