Financial Planner - Saint-Laurent, MTL
Pointe-Claire, QCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a financial planner diploma from the Institute of Financial Planning, the Canadian Investment Regulatory Exam, and bilingual English and French skills. Three to five years of banking or financial services experience is preferred.
Financial planning, Brainstorm ideas, Risk management, Bilingualism, CIRO, Keep up with trends
Financial Planner - Edmonton
Edmonton, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need experience managing client relationships and giving financial advice, ideally three to five years. A university degree is preferred, and candidates must obtain the CIRO Registered Representative licence within 120 days and the CFP designation within three years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting