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
Executive Assistant I, Investment Banking
Toronto, ONThe Toronto-Dominion Bank (Canada)
5+ ansCandidates need a high school diploma with over 5 years of relevant experience, plus strong Microsoft Office skills. They should have experience with travel coordination, good judgment, discretion with confidential information, and the ability to manage conflicting deadlines.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
Senior Relationship Manager
Surrey, BCThe Toronto-Dominion Bank (Canada)
10+ ansCandidates need an undergraduate or graduate degree and/or 10+ years of relevant experience. The role calls for strong credit judgment, sales and negotiation skills and an understanding of commercial lending and business markets.
Customer experience, Customer relations, Customer service, Client relationship management, Sales, Cash handling