Financial Planner- SW, Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need experience in financial services managing client relationships and giving financial advice, ideally 3 to 5 years. A university degree is preferred, and candidates must obtain a CIRO Registered Representative licence and work toward the CFP designation.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner- Southwest, Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ ansThe Toronto-Dominion Bank needs candidates with 3 to 5 years of financial services experience managing client relationships and giving financial advice, ideally with a university degree. The role requires obtaining the CIRO Registered Representative licence within 120 days and the Certified Financial Planner designation within 3 years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
High Net Worth Planner
Vancouver, BCThe Toronto-Dominion Bank (Canada)
10+ ansCandidates need an undergraduate degree and an advanced professional designation such as a CPA or LL.B. They also need at least 10 years of personal tax experience and strong relationship, communication and computer skills.
Word, PowerPoint, Excel
Financial Planner- Memorial, Southeast Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need several years in financial services managing client relationships and giving financial advice, and a university degree is preferred. They must obtain the CIRO Registered Representative licence within 120 days and the Certified Financial Planner designation within 3 years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting