Virtual Financial Planning Career Event - National Webinar

TD Bank - Toronto, ON (27 days ago)

Apply Now

TD Description

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements

University Degree and/or 3-5 years industry experience
Canadian Securities Course (CSC) required
IIROC license preferred (required within first 90 days in role)
Complete Conduct & Practices Handbook (CPH) within first 90 days in role
IQPF licensing required prior to start date (for Quebec only)
Complete Wealth Management Essentials (WME) within first 30 months in role
Achieve Certified Financial Planner designation within first 2 years in role
Deep understanding of the industry, competitive landscape and economic market issues
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Additional Information

Event Details:
Are you an experienced Financial Planner looking for a rewarding place to work with an amazing company culture? Or are you a banking professional interested in building a financial planning career? If so, you won't want to miss this exciting national event!

TD Wealth is hosting a Virtual Financial Planning Career Event through a live Webinar! You will have the unique opportunity to hear directly from David Terry, Vice President Financial Planning, as well as other leaders & guest speakers. You will then be able to ask questions during a dedicated Q&A session.

You will gain insights into the model and vision of TD Wealth Financial Planning and learn why we are an industry leader.

The great thing is, you can dial in from the privacy of your own home or office to listen, learn and ask questions on a confidential basis.

Date: Wednesday, May 19, 2021
Eastern: 7:00 – 8:00pm
Pacific: 4:00 – 5:00pm
Mountain: 5:00 – 6:00pm
Atlantic: 8:00 – 9:00pm

This event is by invitation only. You should attend this event if you are an experienced financial professional currently working in the industry. It is an asset if you have completed the CSC and/or CFP designation or are currently IIROC licensed. If you reside in Quebec, please note you must have successfully completed the Financial Planning Diploma delivered by the IQPF.

If you would like to attend, please apply to this requisition. An email confirmation with the event details & webinar link will be sent those eligible for invitation.

*** This event will be presented in English ***


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Job Family

Financial Planning

Job Category - Primary

Wealth Management



Business Line

TD Wealth

Time Type

Full Time

Employment Type




**Province/State (Primary)


City (Primary)


Work Location

TD Centre - South - 79 Wellington Street West

ProvState 2


City(s) 2

Ajax, Kitchener, London, Oshawa, Ottawa, Peterborough, Pickering, Scarborough, Waterloo, Whitby, Windsor

ProvState 3


City(s) 3

Calgary, Edmonton

ProvState 4

British Columbia

City(s) 4

Burnaby, Coquitlam, Cranbrook, Delta, Langley, Prince George, Quesnel, Richmond, Surrey, Trail, Vancouver, Victoria, West Vancouver, White Rock, Williams Lake

ProvState 5


City(s) 5

Brossard, Dollard Des Ormeaux, Laval, Montreal, Quebec City, Repentigny, Rouyn, Terrebonne, VAUDREUIL-DORION

ProvState 6


City(s) 6


ProvState 7

Nova Scotia

City(s) 7

Bedford, Dartmouth, Halifax, Sackville

ProvState 8

Newfoundland and Labrador

City(s) 8

St. John's

ProvState 9

Prince Edward Island

City(s) 9


ProvState 10

New Brunswick

City(s) 10

Fredericton, Saint John