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
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
Mobile Mortgage Specialist
Bradford, ON +1The Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong customer relationship skills and a self-starting, entrepreneurial approach. Retail banking or credit knowledge is an asset, and post-secondary education is preferred.
laptop computer, sales management system, email
Business Succession Advisor
Vancouver, BCThe Toronto-Dominion Bank (Canada)
10+ ansCandidates need an undergraduate degree, an advanced designation such as CPA, LLB, LLM or JD, and completion of the In-Depth Tax Program or a Master of Taxation. They also need at least 10 years of relevant experience advising high-net-worth clients and business owners on succession and tax matters.
Presentation skills, Sales, Documentation, Coaching, CPA, Taxation
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
Mobile Mortgage Specialist - Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
Candidates need a proven sales track record, strong skills in building customer relationships and networking, and an independent, self-driven approach. Knowledge of retail banking or credit adjudication is preferred, and post-secondary education is preferred.
Laptop computer, Sales management system, Email
FP Client Service Associate
Toronto, ON +1The Toronto-Dominion Bank (Canada)
2+ ansCandidates need a university or college diploma and/or two years of industry experience, along with advanced knowledge of business, operations and regulation. Strong communication skills and the ability to build relationships and work both alone and in a team are essential.
Provide documentation, Communication skills, Sales, Securities, Workflow, Risk management