High Net Worth Planner
Montréal, QCThe Toronto-Dominion Bank (Canada)
10+ ansCandidates need an undergraduate degree and an advanced professional designation such as CPA or LL.B. They also need at least 10 years of personal tax experience and a willingness to earn the IPF Financial Planner Designation within 18 months.
CCH FP Solutions, Voyant
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
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
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
Tax Estate Planner
Montréal, QCThe Toronto-Dominion Bank (Canada)
10+ ansCandidates need a professional legal designation (LLB, LLM or JD), a commitment to complete CICA In Depth Tax levels 1 and 2 or a Masters of Tax, and at least 10 years of wealth planning experience. A CFP or F.Pl. designation is an asset.
Financial planning, Leadership, Communication skills, Time management, Organizational skills, French
Financial Planner - Vietnamese Language skill preferred
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need experience in financial services managing client relationships and giving investment advice, plus a strong sales and business development record. A CIRO Registered Representative licence and CFP designation are required, and Vietnamese language skills are an asset.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting