Finance Associate Jobs in Waterloo, ON (NOW HIRING)

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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.

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

If you're ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

#LI-Wealth

TD Financial Planning offers a distinctive entrepreneurial business model designed for ambitious professionals ready to build their business from the ground up. Your compensation is commission-based, supported by a guaranteed salary for the first four years-providing financial stability as you grow your business. Our goal is to give you the freedom to shape your success through our Total Rewards program, training, practice management, and a supportive environment that fosters long-term career growth and empowering you to develop a thriving career

Join Our Team as a Financial Planner

Make an Impact, Build Your Future, and Help Others 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 cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!

• Get to know clients-what matters to them, what they want for their future-and guide them every step of the way.
• Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
• Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
• 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.
• Help out your teammates, share your insights, and be part of a supportive, 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.

• Bachelor's degree is a plus
• 3-5 years in banking or financial services preferred-especially if you know how to build relationships and offer smart investment advice
• Canadian Investment Regulatory Exam (CIRE) required prior to your start date
• Ready to get registered with the Canadian Investment Regulatory Organization (CIRO) if you aren't already
• Excited to earn your Certified Financial Planner (CFP) designation in your first three years
• CFP eligibility: Got a university degree OR up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing

• You genuinely care about helping others reach their financial and life goals
• You're entrepreneurial-love networking, building business, and closing deals
• You know what's happening in the industry and can keep up with trends and regulations
• You're a people person with top-notch problem-solving skills and can build lasting relationships
• You communicate clearly, work well in a team or solo, and you're always there to support and connect with others

Want to shape your own future while helping others succeed? Apply now-your journey starts here!

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 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 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. Learn more

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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
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.
We look forward to hearing from you!

Language Requirement (Quebec only):