TD Financial Planning Career Event - London

Description

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TD Financial Planning is hosting an Invite Only in-person career event in London where you can meet the Regional Senior Leaders, guest speakers, and TD Financial Planners. This event will give you an inside look at TD’s approach to financial planning and highlight what sets us apart in the industry. After the presentation, you’ll have the opportunity to ask questions and network with members of our leadership team.

Date: Tuesday, June 16th

Time: 5:30pm to 8pm

This event is by invitation only. To be considered for an invitation, applicants must:

• Meet the qualifications for Financial Planners

• Reside in one of the specified cities listed in this posting.

If you're interested in attending, please submit your application. Eligible participants will receive an email with the full event details & itinerary.

Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the forefront of financial planning, and care about lifting others up, this could be the perfect opportunity for you!

In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.

What You'll Do

• Develop deep relationships with clients and understand what matters to them, what they want for their future, and guide them every step of the way.

• Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence

• Leverage a variety of prospecting methods - including cold calling, attending and hosting events, creative networking tactics, and local community engagement

• Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.

• Find new ways to boost productivity and improve the way we work—your ideas matter here!

• Stay up to date with the latest financial trends and best practices to keep your skills sharp.

• Support your teammates, share your insights, and be part of a collaborative environment.

• Always keep risk management top of mind to protect clients and the company.

• Be an active, valued member of our positive, service-focused team culture.

What We're Looking For

• Bachelor’s degree is a plus.

• 3–5 years of experience in banking or financial services role preferred

• Demonstrated ability to build relationships, grow a client base, and deliver investment advice

Licensing & Regulatory Requirements

• Ready to get licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already

• Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date if you are not RR licensed

• Commitment to earn your Certified Financial Planner (CFP) designation in your first three years.

• 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

What Makes You Stand Out

• You genuinely care about helping your clients reach their financial and life goals.

• Investments are your passion – staying up to date on markets, news, and trends is part of your daily routine.

• You’re an entrepreneur—love networking, get excited by the idea of building your own business, and achieving your own financial goals.

• You know what’s happening in the industry and keep up with trends and regulations.

• You excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.

• You communicate clearly, work well in a team or solo, and you’re always there to support and connect with others.

Who We Are:

TD 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 investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, 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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet