Mobile Mortgage Specialist
Toronto, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and networking skills, and a self-starting, entrepreneurial approach. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
laptop, sales management system
Estate Planning Advisor (Insurance)
Montréal, QCThe Toronto-Dominion Bank (Canada)
8+ ansCandidates need 8 to 10 or more years of Canadian life insurance experience, a life insurance licence and a designation such as CFP, CLU or CHFC. Fluent French and English are required, along with a university degree and strong estate planning and tax knowledge.
Client relationship management, Sales, Regulatory compliance, Risk management, Bilingualism, Taxation
Mobile Mortgage Specialist
Etobicoke, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship skills and an entrepreneurial, self-starting approach. Knowledge of retail banking or credit adjudication is an asset, and a language such as Italian, Ukrainian, Mandarin, Cantonese, German or Polish is preferred.
Laptop, Email, Sales management system
Mobile Mortgage Specialist
York, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales record, strong relationship-building and communication skills, and self-motivation to develop new business. Retail banking or credit knowledge is an asset, and post-secondary education is preferred.
laptop, sales management system, email, phone
Practice Consultant, Financial Planning
Vancouver, BCThe Toronto-Dominion Bank (Canada)
7+ ansCandidates need a proven record advising clients in financial planning and 7+ years of sales leadership, coaching, training or advisory experience. Strong presentation, influencing and communication skills are required, and CFP or similar certifications are an asset.
Wealth Case Management, FP Direct, digital advice platforms
Mobile Mortgage Specialist
Kanata, ON +1The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship and networking skills, and an entrepreneurial, self-managed approach. Knowledge of retail banking or credit adjudication is preferred, and post-secondary education is preferred.
Laptop, Email, Sales management system
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
Mobile Mortgage Specialist
Toronto, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and networking skills, and an independent, self-starting approach. Knowledge of retail banking or credit adjudication and post-secondary education are preferred.
Laptop computer, Email, Sales management system
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
Mobile Mortgage Specialist
Brampton, ON +1The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship skills and a self-starting, entrepreneurial approach. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
Laptop computer, Sales management system
Mobile Mortgage Specialist
Hamilton, ON +1The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship-building and communication skills, and a self-starting, independent approach. Retail banking or credit knowledge is an asset, and post-secondary education is preferred.
laptop computer, sales management system
Mobile Mortgage Specialist
Mississauga, ONThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong relationship and customer service skills, and an independent, self-starting approach. Retail banking or credit knowledge is an asset, and post-secondary education is preferred.
laptop, sales management system, email
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
Mobile Mortgage Specialist
Abbotsford, BC +3The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship and networking skills, and an entrepreneurial, self-starting approach. Knowledge of retail banking or credit adjudication is an asset, and post-secondary education is preferred.
Laptop computer, Sales management system