Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Career Event - Financial Planning, Toronto

The Toronto-Dominion Bank (Canada)

Work Location: , Hours: 37.5 Line of Business: TD Wealth Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role. Job Description: We are hosting an exciting Career Event, October 29th, in Toronto providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning. 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, and help clients realize their goals and aspirations. We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base. In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include: 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 This is an exclusive, invite-only event. If you are selected, you will receive an email invitation to attend. #LI-Wealth Who We Are TD Securities 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs. Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 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 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. Our Values At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific #J-18808-Ljbffr The Toronto-Dominion Bank (Canada)

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Career Event - Financial Planning, Toronto in New York, NY vacancy
  • $85.1k - $161.7k

     ...advise clients on strategic planning, financial planning and analysis (FP&A)...  ...or strategic finance related event Proficiency and experience...  ...3978 or send us an email at careers@rsmus.com.RSM does not intend...  ...Francisco; Los Angeles; Philadelphia; Toronto; New YorkType: Full time
    Suggested
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    New York, NY
    4 days ago
  • $70k - $85k

     ...Description Our Company Arch is a Series B financial technology company that automates the...  ...you as you begin your post-grad career. We built our Operations Associate rotational...  ...in fast-moving environments like event planning, student leadership, or startups, where... 
    Suggested
    Rotational program
    Full time
    Summer work
    Internship
    Work at office
    Immediate start
    Relocation

    Arch

    New York, NY
    a month ago
  • $120k - $135k

     ...Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and...  ...team. The team is responsible for all financial planning and analysis for TMX VettaFi, including... 
    Suggested
    Work at office
    3 days per week

    TMX Group

    New York, NY
    5 days ago
  • $112.1k - $225.5k

     ...engagements, supporting clients with financial planning, forecasting, valuation, and...  ...or strategic finance events.Experience developing...  ...3978 or send us an email at careers@rsmus.com.RSM does not intend...  ...Chicago; Vancouver; Dallas; Toronto; Minneapolis; Tampa; New York... 
    Suggested
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    New York, NY
    2 days ago
  •  ...seeking motivated individuals to join as Financial Advisors in Midtown Manhattan. This exciting...  ...is perfect for recent graduates or career changers looking to thrive in financial services...  ...including medical, dental, and a pension plan. Join a team dedicated to helping clients... 
    Suggested

    Northwestern Mutual

    New York, NY
    4 days ago
  • $175k - $250k

     ...Consumer Financial Services Career Associate Attorney Locations: multiple locations, see complete list at end of description HYBRID A premier...  ..., dental, vision, disability, and life insurance; 401(k) plan; paid parental leave; generous PTO; profit-sharing; tuition... 
    Work at office

    Launching Point

    New York, NY
    2 days ago
  • Atlasfinancialsolutions Co is looking for motivated individuals to become Financial Services Advisors. This entry-level position offers remote work...  ...records. Ideal for those looking to build a rewarding career focused on helping others, with part-time and full-time options... 
    Remote job
    Full time
    Part time
    Flexible hours

    Atlasfinancialsolutions Co

    New York, NY
    2 days ago
  •  ...Job Description Job Description Early Career Investment Banking Analyst Career Launch AI Talent Network Location: New York,...  ...Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation... 
    Full time
    Bank staff
    Internship

    Career Launch AI

    New York, NY
    a month ago
  • Job Overview A law firm seeks a Career Associate with 5 to 10 years of experience to join their Consumer Financial Services practice group in New York, NY. This role involves handling matters across the country, focusing on consumer finance and privacy laws. Duties Manage... 

    BCG Attorney Search

    New York, NY
    15 hours ago
  • $330k - $410k

     ...technology company headquartered in Toronto with key offices in London,...  ...Finance who will own financial planning, business forecasting, product...  ...community and social events.For those not near an office...  ...roles are listed on the Cohere careers page and LinkedIn only, with... 
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    Home office

    Cohere

    New York, NY
    4 days ago
  • $125k - $170k

     ...Consumer Financial Services Career Associate Attorney Locations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) |...  ...Medical, dental, vision, disability, and life insurance; 401(k) plan; paid parental leave; generous PTO; profit-sharing; tuition... 
    Work at office

    Launching Point

    New York, NY
    1 day ago
  •  ...Bank is hiring a Relationship Banker II in Pensacola, FL. The role involves meeting with customers in person and by phone to assess financial needs and propose Regions products and guidance to help customers reach their goals. Strong communication, teamwork, and a focus... 

    Regions Bank

    New York, NY
    2 days ago
  • $60k - $75k

     ...enthusiastic, dedicated, and mission-aligned Career Placement Coordinator to join our...  ...Wealth Builds, we are providing financial education and capital infusions to increase...  ...active listings and tools Support the event planning and coordination of career workshops,... 
    Full time
    Temporary work
    Internship
    Work at office
    Monday to Friday
    Afternoon shift

    Harlem Children's Zone

    New York, NY
    4 days ago
  • $99k - $132k

     ...customers are getting the best user experience.The Team:The Financial Planning & Analysis (FP&A) team analyzes company financial data (revenue...  ...equity (RSUs) and employee stock purchase planContinuous career development and pathing opportunities Product training to develop... 
    Work at office
    Flexible hours
    3 days per week

    Datadog

    New York, NY
    16 hours ago
  •  ...Finance Team, you will be a strategic, financial and operational thought partner to the executive...  ....ROLES AND RESPONSIBILITIES:Financial Planning & AnalysisOwn the monthly financial...  ...InformationFor additional Information visit our Career Site: All your information will be kept... 
    Remote work

    Equinox Holdings

    New York, NY
    4 days ago
  • $150k - $175k

     ...BankingCompany: CitiExcited to grow your career?We value our talented...  ...advice in conjunction with event driven transactions including...  ...captive and independent financial companies, banks, asset managers...  ...time off packages, including planned time off (vacation), unplanned... 
    Full time
    Remote work

    Citigroup

    New York, NY
    4 days ago
  • $115.2k - $230k

     ...talented individual to join our team at Marsh as a Senior Manager, Financial Planning and Analysis for our Corporate FP&A team based out of our New...  ..., and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance... 
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    CFA Institute

    New York, NY
    3 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I in New York, NY. You will begin by obtaining SIE, Series 7, and Series 66 licenses through structured training and exams. You’ll build client relationships, understand their financial picture, and guide them... 

    Bank of America

    New York, NY
    2 days ago
  • $90k - $155k

     ...Description:Morgan Stanley is a global financial services firm that conducts its business...  ...investment advisory, financial and wealth planning, credit and lending, deposits and cash...  ...foundation for building a professional career - a place for people to learn, achieve,... 
    Temporary work
    Work at office

    Morgan Stanley

    New York, NY
    4 days ago
  • $104.7k - $154k

     ...do this by creating quarterly and annual plans, holding our stakeholders accountable to...  ...Senior Associate to help lead the day-to-day financial reporting and closing processes for our...  ...learn more about our benefits, visit our careers page here.See below for paid time off... 
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    Doordash

    New York, NY
    1 day ago
  • $110k - $125k

     ...the FP&A Manager, you will play a critical role in supporting financial planning, forecasting, reporting, and performance analysis across key...  ...generous paid time-off policy, hybrid work environment, and career opportunities within a dynamic team. EEOC: Puig is an... 
    Local area

    Puig

    New York, NY
    4 days ago
  • $300k - $350k

     ...learning that prepare them for college, career, and beyond. Our commitment doesn't end...  ...leadership capacity, accelerating financial close timelines, strengthening cash management...  ..., including accounting and financial planning & analysis (FP&A), and is responsible for... 
    Full time
    Temporary work
    Relocation
    Flexible hours
    Shift work

    Kipp

    New York, NY
    3 days ago
  • $125k - $155k

     ...seeking a Treasury Manager to support the financial management and liquidity needs...  ...treasury activities, cash and liquidity planning, cash flow forecasting, banking relationships...  ...you to grow: ~ Challenging, rewarding career within a growing company, backed by a global... 
    Full time
    Temporary work
    Work at office

    Tillman FiberCo

    New York, NY
    1 day ago
  • $95k - $120k

     ...with offices in Los Angeles and Toronto. A leader in driving business...  ...the success of the client financial life cycle (billing, reconciliation...  ...development and managing career pathing.Responsible for the...  ...insurance, retirement savings plans, company paid holidays and... 
    Full time
    Contract work

    Horizon Media

    New York, NY
    2 days ago
  • $275k - $325k

     ...Job Description Chief Financial Officer HumanHire has been retained to support a...  ...forecasting. Tax ~ Direct all tax planning and compliance in coordination with outside...  ..., diverse cultural scene, and endless career growth prospects, the Big Apple and its... 

    Human Hire

    New York, NY
    3 days ago
  • $117.73k - $138.5k

     ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of... 
    Bank staff
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    New York, NY
    3 days ago
  • $160k - $170k

     ...The Wholesale Sr. Finance Manager bridges financial strategy with daily wholesale operations...  ...and opportunities.Support financial planning aligned with sales plans, inventory strategies...  ..., a generous paid time-off policy, and career opportunities within a dynamic team.Job... 
    Work at office

    Steve Madden

    New York, NY
    3 days ago
  •  ...opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead,...  ...findings Review, validate, and develop financial cash flow models including mortgage (MBS)...  ...includes a variety of medical and dental plans, vision coverage, disability and life... 
    H1b
    Local area

    KPMG

    New York, NY
    4 days ago
  •  ...Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future...  ...learn, takes initiative, and is interested in launching a career in corporate finance. This internship is designed as... 
    Full time
    Internship
    Summer internship
    Local area
    Remote work

    Acxiom

    New York, NY
    4 days ago
  •  ...time JR014484 Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present...  ..., takes initiative, and is interested in launching a career in corporate finance. This internship is designed as a... 
    Full time
    Part time
    Summer work
    Internship
    Local area
    Remote work

    Acxiom

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Career Event - Financial Planning, Toronto. Be the first to apply!