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financial planner
Posted on November 21, 2024 by Employer details TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay 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:TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.Job Description:Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.With a focus on relationship management, advice and business development, you will:Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe knowledgeable of best practices and procedures and stay ahead of emerging trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environmentEducational Requirements:University Degree (preferred)3 ? 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start dateComplete Conduct & Practices Handbook (CPH) within first 90 days in roleCIRO Registered Representative (RR) license within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months in roleAchieve Certified Financial Planner (CFP) designation within first 3 years in roleCFP Eligibility requirements: University Degree OR meet one of the following:Have been a QAFP professional in good standing for a minimum of 5 years at the time of applyingUp to 10 years of qualifying work experienceSkills you will require:Passion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industry, competitive landscape, economic market issues, and the regulatory environmentYou have excellent people and problem-solving skills that help you build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships#LI-WealthWho 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- LocationCalgary, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2102966
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