Investment Advisor
Grande Prairie, ABThe Toronto-Dominion Bank (Canada)
5+ ansCandidates need 5 to 10 years of client-facing sales or relationship experience, an undergraduate degree, and a CIRO Registered Representative licence. An LLQP life insurance licence must be obtained within 3 months of hire.
Financial products, Implement sales strategies, Sales, Relationship building, CIRO, LLQP
Developing Investment Advisor - London
London, ONThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a finance, business or economics degree, a CIRO Registered Representative licence, and 3+ years in a client-facing or sales role, ideally in mutual funds or brokerage. An LLQP life insurance licence must be obtained within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Planificateur Financier - Longueuil
Longueuil, QCThe Toronto-Dominion Bank (Canada)
3+ ansDiplôme de planificateur financier (Institut de planification financière); Licence de représentant inscrit (RR) auprès de l'OCRI; Trois à cinq années d'expérience dans le domaine bancaire
Financial planning, Customer experience, Customer service, Coaching, Bilingualism, French
Financial Planner - Cavendish
Montréal, QCThe Toronto-Dominion Bank (Canada)
3+ ansDiplôme de planificateur financier de l’Institut de planification financière; Licence de représentant inscrit (RR) auprès de l’OCRI; Trois à cinq ans d’expérience dans le domaine bancaire
Financial planning, Customer experience, Customer service, Coaching, Bilingualism, French
Financial Planner - Owen Sound & Surrounding Areas
Owen Sound, ON +4The Toronto-Dominion Bank (Canada)
3+ ansCandidates need a bachelor's degree (preferred), three to five years of banking or client advisory experience, and willingness to get Registered Representative licensing with CIRO and the CFP designation. Strong communication, sales and problem-solving skills are essential.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - St. John's, NL
St. John's, NLThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need 3 to 5 years of banking or client-relationship experience, a passion for financial planning and sales skills. A bachelor's degree is preferred, and candidates must be willing to obtain RR licensing with CIRO and pursue the CFP designation.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Trenton
Trenton, ONThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a passion for financial planning and client relationships, preferably 3 to 5 years of banking experience, and a willingness to get RR licensing with CIRO and pursue the CFP designation within three years.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - L'Île-Perrot
Notre-Dame-de-l'Île-Perrot, QCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a financial planner diploma from the Institute of Financial Planning (IPF) before the start date, three to five years of banking experience, and English and French bilingualism. Willingness to obtain Registered Representative licensing with CIRO is required if not already licensed.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Financial Planner - Rouyn, Qc
QuebecThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need a financial planner diploma from the Institute of Financial Planning, ideally 3 to 5 years of banking or client advisory experience, and a willingness to obtain RR licensing with CIRO. Strong interpersonal, sales and communication skills are essential.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Aylmer
Aylmer, QCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need an Institute of Financial Planning diploma, willingness to obtain RR licensing with CIRO, 3 to 5 years of banking experience, and fluency in English and French. Strong sales, networking and client relationship skills are essential.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
Developing Investment Advisor
Fredericton, NBThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence, and 3+ years in a client-facing sales role. An LLQP life insurance licence must be obtained within 6 months of hire. CFP, CIM or CFA designations are assets.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Financial Planner - Brockville
Brockville, ON +1The Toronto-Dominion Bank (Canada)
3+ ansCandidates need banking or investment advice experience, a willingness to obtain RR licensing with CIRO, and a commitment to earning the CFP designation within three years. A bachelor's degree is preferred.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Windsor
Windsor, ON +1The Toronto-Dominion Bank (Canada)
3+ ansCandidates need banking or financial advice experience, ideally 3 to 5 years, and a willingness to get RR licensing with CIRO and pursue the CFP designation. A bachelor's degree is preferred, along with strong sales, networking and communication skills.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Financial Planner - Petawawa/Pembroke/Renfrew
Petawawa, ON +2The Toronto-Dominion Bank (Canada)
3+ ansCandidates need several years of banking or client relationship experience, a willingness to obtain RR licensing with CIRO, and a commitment to earn the CFP designation within three years. A bachelor's degree is preferred, along with strong sales, communication and problem-solving skills.
Financial planning, Process improvement, Coaching, Risk management, CIRO, Sales
Associate Planner - Parry Sound/Huntsville
Parry Sound, ON +1The 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 Canadian Securities Course or CFA Level 1 is required before the start date, with CIRO registration and further designations to complete after hiring.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting
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
PIA Client Service Associate
Pointe-Claire, QCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need bilingual English and French, 1 to 2 years of relevant experience in banking or administration, and a degree or diploma is preferred. Successful hires must be licensed as an Investment Representative with CIRO.
Attention to detail, Administrative support, Documentation, Communicate with customers, Provide mentorship, Regulatory compliance
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
PIA Client Service Associate
Laval, QCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need one to two years of relevant experience in banking, administration or a related field, bilingual English and French, and the ability to hold an Investment Representative licence with CIRO. Strong communication and relationship-building skills are required, and knowledge of wealth management or investment products is an asset.
Attention to detail, Administrative support, Documentation, Communicate with customers, Provide mentorship, Regulatory compliance
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