Financial Planner - Owen Sound & Surrounding Areas
Owen Sound, ON +4The Toronto-Dominion Bank (Canada)
3+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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
Developing Investment Advisor
Fredericton, NBThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence, and 3+ years in a client-facing sales role. An LLQP life insurance licence must be obtained within 6 months of hire. CFP, CIM or CFA designations are assets.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Financial Planner - Brockville
Brockville, ON +1The Toronto-Dominion Bank (Canada)
3+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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+ ansCandidates 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
PIA Client Service Associate
Pointe-Claire, QCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need bilingual English and French, 1 to 2 years of relevant experience in banking or administration, and a degree or diploma is preferred. Successful hires must be licensed as an Investment Representative with CIRO.
Attention to detail, Administrative support, Documentation, Communicate with customers, Provide mentorship, Regulatory compliance
Financial Planner - Montréal
Montréal, QCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates 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
PIA Client Service Associate
Laval, QCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need one to two years of relevant experience in banking, administration or a related field, bilingual English and French, and the ability to hold an Investment Representative licence with CIRO. Strong communication and relationship-building skills are required, and knowledge of wealth management or investment products is an asset.
Attention to detail, Administrative support, Documentation, Communicate with customers, Provide mentorship, Regulatory compliance
Senior Personal Banker - Home Borrowing (QC) - Longueuil
Longueuil, QCThe Toronto-Dominion Bank (Canada)
2+ ansAu moins 2 ans d'expérience pertinente; Accréditation IFC dans les 90 jours suivant l'entrée en poste; Certificat en conseils en services financiers (CFSA) dans les 6 mois
Financial planning, Customer experience, Reflexion, Teamwork, French
Developing Investment Advisor
Halifax, NSThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a finance, business, or economics undergraduate degree, a CIRO Registered Representative licence, and 3+ years in client-facing sales or relationship roles. They also need deep investment knowledge and must obtain a Life Insurance License (LLQP) within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
PIA Client Service Associate
Markham, ONThe Toronto-Dominion Bank (Canada)
1+ ansThe Toronto-Dominion Bank needs 1 to 2 years of relevant experience, ideally in banking or administration. Candidates must be licensed as an Investment Representative with CIRO, and strong communication and relationship-building skills are essential.
Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship
Financial Planner - Saskatoon
Saskatoon, SKThe Toronto-Dominion Bank (Canada)
3+ ansCandidates 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
Senior Personal Banker Trainee - Investing | Dorval
Montréal, QCThe Toronto-Dominion Bank (Canada)
2+ ansCandidates need at least 2 years of relevant experience and a high school diploma, with a related post-secondary degree preferred. They must hold Investment Funds in Canada (IFC) accreditation or equivalent before starting and earn the Certificate in Financial Services Advice (CFSA) within 90 days of hire.
Financial planning, Customer experience, Documentation, Teamwork, Communication skills, CIRO
Professional Assistant Branch Manager Wealth
Vancouver, BCThe Toronto-Dominion Bank (Canada)
7+ ans7+ gestionCandidates need a university degree, CIRO registration as a Registered Representative and Supervisor, and 7+ years of wealth leadership experience including branch and sales management. Strong talent recruitment, strategy and presentation skills are required.
Decision making, Leadership, Sales, Recruitment, Sales strategies, Sales targets
Associate Planner - Barrie
Barrie, ONThe Toronto-Dominion Bank (Canada)
3+ ansCandidates 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+ ansCandidates 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
Financial Planner-North Shore
North Vancouver, BCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need financial services experience managing client relationships and giving investment advice, ideally 3 to 5 years, plus a university degree preferred. They must obtain a CIRO Registered Representative licence and the CFP designation within set timelines.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
PIA Client Service Associate
Victoria, BCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need one to two years of experience, ideally in banking or administrative work, and an Investment Representative licence from CIRO. Strong communication skills and the ability to work confidentially and independently are required, while a degree or diploma is preferred.
Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship