Overview
Financial Planner Jobs in Windsor, Canada at The Toronto-Dominion Bank (Canada)
Position: Financial Planner ON
Join Our Team as a Financial Planner
Are you a forward‑thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.
Responsibilities
- Partnering with clients to understand their life and financial objectives, conducting in‑depth financial reviews, and fostering long‑term connections through ongoing support and guidance
- Leveraging data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
- Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
- Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
- Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
- Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
- Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
- Engaging fully as a valued team member and contributing to a positive, service‑oriented workplace
What We’re Looking For
- Bachelor’s degree preferred
- 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
- Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
- Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
- CFP Eligibility requirements:
University Degree OR meet one of the following:- Up to 10 years of qualifying work experience
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Key Skills That Set You Apart
- A genuine passion for financial planning and a drive to help clients realize their financial and life goals
- An entrepreneurial mindset with experience in business development, networking, and high‑value sales
- A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
- Exceptional interpersonal and problem‑solving abilities for building lasting client relationships
- Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others
Benefits
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Training
& Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement (Quebec only)
Sans Objet
If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.
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Title: Financial Planner
Company: The Toronto-Dominion Bank (Canada)
Location: Windsor, Canada
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