TD Financial Planning Career Event - London

TD•Goderich, ON

1d•$60,000 - $70,000•Onsite

About The Position

TD Financial Planning is hosting an Invite Only in-person career event in London where you can meet the Regional Senior Leaders, guest speakers, and TD Financial Planners. This event will give you an inside look at TD’s approach to financial planning and highlight what sets us apart in the industry. After the presentation, you’ll have the opportunity to ask questions and network with members of our leadership team. This event is by invitation only. To be considered for an invitation, applicants must: Meet the qualifications for Financial Planners Reside in one of the specified cities listed in this posting. If you're interested in attending, please submit your application. Eligible participants will receive an email with the full event details & itinerary. Join Our Team as a Financial Planner - Make an Impact, Build Your Future, and Help our Clients Succeed Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the forefront of financial planning, and care about lifting others up, this could be the perfect opportunity for you! In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.

Requirements

Bachelor’s degree is a plus.
3–5 years of experience in banking or financial services role preferred
Demonstrated ability to build relationships, grow a client base, and deliver investment advice
Licensing & Regulatory Requirements Ready to get licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already
Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date if you are not RR licensed
Commitment to earn your Certified Financial Planner (CFP) designation in your first three years.
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

Nice To Haves

You genuinely care about helping your clients reach their financial and life goals.
Investments are your passion – staying up to date on markets, news, and trends is part of your daily routine.
You’re an entrepreneur—love networking, get excited by the idea of building your own business, and achieving your own financial goals.
You know what’s happening in the industry and keep up with trends and regulations.
You excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.
You communicate clearly, work well in a team or solo, and you’re always there to support and connect with others.

Responsibilities

Develop deep relationships with clients and understand what matters to them, what they want for their future, and guide them every step of the way.
Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence
Leverage a variety of prospecting methods - including cold calling, attending and hosting events, creative networking tactics, and local community engagement
Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
Find new ways to boost productivity and improve the way we work—your ideas matter here!
Stay up to date with the latest financial trends and best practices to keep your skills sharp.
Support your teammates, share your insights, and be part of a collaborative environment.
Always keep risk management top of mind to protect clients and the company.
Be an active, valued member of our positive, service-focused team culture.