About The Position
This event is open to all qualified candidates residing in Newfoundland and Labrador, Prince Edward Island (PEI), Nova Scotia, or New Brunswick, Canada. Would you like greater independence, more flexibility, and the opportunity to build a professional future that reflects your goals? Whether you are an experienced Financial Planner seeking a stimulating environment or a banking professional ready to advance your career in financial planning, this event will introduce you to a path where you can take ownership of your development, practice with flexibility, and build a lasting career. Do not miss this opportunity to explore what is possible for you! TD Wealth invites you to a virtual career event dedicated to financial planning. This webinar will provide a unique opportunity to hear from Cathy Sleiman, Regional Vice President, Financial Planning, along with other leaders and guest Financial Planners. You will then have the opportunity to ask questions and learn more about this career. During this webinar, you will gain insight into the business model and vision for financial planning at TD Wealth. You will discover how this career can offer the independence to grow your practice, the flexibility to better meet your clients’ needs, and the resources to build your long-term professional future within an organization recognized as an industry leader. Join from the comfort and privacy of your home or office to listen, learn, and ask your questions in complete confidentiality. Date: Monday, September 21, 2026 Time: 12:00 p.m. to 1:00 p.m. To attend, please submit your application to this posting or use this link to register: https://app.sli.do/event/bnp1V3xZmKxK7cAotN9sPH Join Our Team as a Financial Planner In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth.
Requirements
- Bachelor’s degree or higher 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
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
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
