- Experience
- 3–5 yrs
- Salary
- CAD 60,000 – CAD 70,000 / year
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- Bachelor's degree preferred
- Eligibility
- Professionals with relevant banking or financial services experience who meet licensing and educational requirements are encouraged to apply.
- Resume
- Required to apply
Where you'll work
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Job description
Position Overview
Located in Brantford, Ontario, this full-time onsite role offers a 37.5-hour workweek within the TD Wealth business segment. The annual compensation ranges from $60,000 to $70,000 CAD, supplemented by opportunities for commission-based earnings. TD is dedicated to equitable pay and career growth, with salary progression tied to your development and geographic and business considerations.
Responsibilities
- Develop and nurture enduring relationships with mass affluent clients by understanding their life and financial goals.
- Conduct comprehensive financial reviews and deliver tailored advice aligned with client objectives.
- Utilize data analytics and technology to evaluate financial program effectiveness and craft strategic recommendations.
- Collaborate effectively with team members to meet shared goals, enhancing overall client experience and service quality.
- Monitor operational productivity, identify efficiency improvements, and lead initiatives to optimize processes.
- Keep abreast of industry best practices, innovations, and regulatory changes to maintain cutting-edge financial planning expertise.
- Mentor and support colleagues, fostering a culture of collaboration and continuous learning.
- Maintain rigorous risk management practices consistent with organizational standards.
- Contribute positively to a service-oriented and inclusive team environment.
Candidate Profile and Qualifications
- Preferably holds a Bachelor’s degree, with 3 to 5 years experience in the banking sector, especially in client relationship management and tailored investment advice.
- Required to pass the Canadian Investment Regulatory Exam (CIRE) prior to commencing employment.
- Prepared to obtain Registered Representative (RR) licensure through the Canadian Investment Regulatory Organization (CIRO), if not already licensed.
- Commitment to acquire the Certified Financial Planner (CFP) certification within three years, with eligibility determined by university education or relevant work experience.
- Strong interpersonal communication, problem-solving skills, and ability to work both independently and collaboratively.
- Possesses an entrepreneurial spirit with a focus on business development, networking, and client acquisition.
Compensation and Growth Opportunities
TD Financial Planning supports an entrepreneurial framework where new planners can build their businesses with a base salary guarantee for the initial four years, alongside commission earnings. The role facilitates professional growth through Total Rewards programs, training, and mentorship, creating an environment conducive to long-term career success.
Additional Information
TD values diversity and fosters an inclusive workplace where all employees are supported to thrive professionally and personally. Employment is subject to provincial regulations. Comprehensive training and onboarding will be provided. The recruitment process includes interviews, with accommodations available on request to ensure equal access.
About TD
TD is a major financial institution serving over 27 million customers worldwide. With over 95,000 employees, TD prioritizes client-focused service and continuous innovation in banking experiences.
Level
Entry
Minimum education
Bachelor's Degree