PIA Client Service Associate
Markham, ONThe Toronto-Dominion Bank (Canada)
Candidates need strong quantitative and analytical skills, intermediate to advanced Excel proficiency, and clear communication. A CIRO Investment Representative licence is required, and an undergraduate degree or community college diploma is preferred.
Microsoft Excel
Facilitator, Practice Management
Toronto, ONThe Toronto-Dominion Bank (Canada)
5+ ansCandidates need 5+ years in facilitation, learning and development, or program delivery, plus strong financial planning and private wealth knowledge. An undergraduate degree or equivalent experience is required, and L&D or facilitation certifications are an asset.
Onboarding, Financial planning, Manage feedback, Process improvement, Leadership, Adult education
Financial Planner -Calgary North West
Calgary, ABThe 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 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