Associate Planner - Chatham, ON
Chatham, ON +2The 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 give investment advice. They must pass the CIRE, get licensed with CIRO, and commit to earning the CFP designation within three years.
Financial planning, Sales, Cold calling, Community engagement, Risk management, CIRO
Associate Planner - Hanover, ON
Hanover, ON +1The Toronto-Dominion Bank (Canada)
3+ ansCandidates need 3 to 5 years of banking, financial services or client-facing sales experience, plus a proven ability to build relationships and give investment advice. They must pass the CIRE, register with CIRO and commit to earning the CFP designation within three years.
Data and tech tools
Associate Planner - Kemptville
Kemptville, ON +1The Toronto-Dominion Bank (Canada)
3+ ansCandidates need experience in banking, financial services or client-facing sales, and the ability to build relationships and give investment advice. They must pass the CIRE before starting, be ready to register with CIRO, and commit to earning the CFP designation within three years.
Financial planning, Sales, Cold calling, Community engagement, Risk management, CIRO
Associate Planner - London, ON
London, ONThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need 3 to 5 years of banking, financial services or client-facing sales experience, and the ability to build relationships and deliver investment advice. The Canadian Investment Regulatory Exam (CIRE) must be completed before the start date, and CFP eligibility under FP Canada rules is required.
Data and tech tools
Developing Investment Advisor
Kelowna, BCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence and 3+ years of client-facing sales experience, ideally in mutual funds or brokerage. A life insurance licence (LLQP) must be obtained within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM