LOCATION:

Toronto / Montreal / Calgary
Job Description:
The Accelerated Financial Planning Career Program provides on-the-job training through rotations in multiple departments and involving assignments in Financial Planning Delivery Excellenc e and Financial Planning Advice Connect. In this program, you will have the opportunity to explore a meaningful pathway to build a successful Financial Planning Career. The anticipated duration of this assignment is typically 2.5 years .

In early rotations , you will:

• Provide high level sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main activities: progress reviews, client contact and business building.
• Assist Financial Planners in their daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures
• Complete discovery meetings to gather financial information from clients to provide clear agenda, documentation, insights and reports to the Financial Planner in preparation for client meeting s
• Manage sales pipeline leads and prepare for and/or engage with clients on outbound sales calls (i.e., prospective, retention)
• Build knowledge of the business, competitive landscape, and economic/market trends and issues.

In final rotations , you will :

• Provid e financial planning and advice to investors with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives, delivering all services via phone and digital technology
• Coordinate the identification, pursuit, or management of accounts/opportunities with others while taking a primary role in managing the relationship .
• Assist clients to identify goals and potential barriers, recommend appropriate solutions and provide ongoing relationship management through investment recommendations including third-party mutual funds; open new investing accounts as required
• Actively acquire external assets through effective financial planning and sales conversations

The goal of th is program is to provide an exception foundation in Financial Planning to transition you into a Financial Planner role , where you will provide comprehensive financial planning and advice to mass affluent clients with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives.

Qualifications / Skills / Experience:

• You will be graduating between 2024-2026 with an undergraduate degree
• You will be working towards to QAFP™ certification , PFP certification, IQPF certification (Quebec), or CFP® certification.
• CSC certification is required

As an ideal candidate , you bring:

• Excellent communication skills
• Business, finance, quantitative skills
• Organizational skills with the ability to prioritize, multi-task and maintain attention to detail
• Good foundation in business acumen, problem solving skills and analytical capabilities
• Good working knowledge of Microsoft Office products (Excel, PowerPoint and Word)
• Experience in financial modeling
• Strong presentation skills
• Proactive mindset to take initiative
• Effective teamwork and collaboration skills Previous customer service experience / understanding of the customer would be an asset.
• Bilingual in French/English would be an asset , but not required

Specific Educational Requirements / Accreditations:

• Anticipated completion of undergraduate degree and working towards to QAFP™ certification, PFP certification, IQPF certification (Quebec), or CFP® certification.
• Canadian Securities Course (CSC) - required, Conduct & Practices Handbook (CPH), and 90 Day Training Program to be completed within first 90 days from start date, required to obtain IIROC Registered Representative (RR) license

WHO WE ARE

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Undergraduate