Financial Planner – Inviting Applicants who identify as First Nation

4 weeks ago

Tsuu T'ina Nation, Canada TD Bank Full time

Work Location:

Canada

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:

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 services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements:

  • University Degree and/or 3 – 5 years industry experience
  • Canadian Securities Course (CSC) required
  • IIROC license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • IQPF licensing required prior to start date (for Quebec only)
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner designation within first 3 years in role
  • Deep understanding of the industry, competitive landscape and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

This particular posting is open to those who identify as First Nation (Status and Non-Status), Inuit, and Métis with interest in the JOB TITLE role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit the TD Career Site.

Additional Information

At TD, we recognize there is more work to be done on our collective journey towards Truth and Reconciliation. That's why, we're applying our business, people and philanthropy to help create a more inclusive and sustainable tomorrow for First Nation, Inuit, and Métis communities across Canada. We believe this is a key step forward on our journey towards Truth and Reconciliation.

We're committed to the ongoing development and growth of colleagues, so that they can?unlock their full potential and achieve their career goals. We treat colleagues with the same care, warmth and respect that we show our customers, and we know that caring colleagues and supportive?leaders are what makes TD unique. To learn more, visit Indigenous Talent at TD.

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.

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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

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:

N/A.

  • Financial Planner – Inviting Applicants who identify as First Nation

    3 weeks ago

    Tsuu T'ina Nation, Canada TD Bank Full time

    TD is seeking a relationship management professional to identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building, and ongoing services. The ideal candidate will have a university degree and/or 3-5 years of industry experience, Canadian Securities...

  • Financial Planner – Inviting Applicants who identify as First Nation

    3 weeks ago

    Tsuu T'ina Nation, Canada TD Bank Full time

    Job Summary:We are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for building long-term relationships with clients, providing comprehensive financial planning expertise, and delivering exceptional customer service.Key Responsibilities:Conduct comprehensive financial planning reviews to...

  • Financial Planner – Inviting Applicants who identify as First Nation

    4 weeks ago

    Tsuu T'ina Nation, Canada TD Bank Full time

    Job Summary:We are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for building long-term relationships with clients, providing comprehensive financial planning expertise, and delivering exceptional customer service.Key Responsibilities:Conduct comprehensive financial planning reviews to...

  • Financial Planner – Inviting Applicants who identify as First Nation

    5 months ago

    Tsuu T'ina Nation 145, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : 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 services Conduct reporting and relevant analysis using results to...

  • Financial Planner

    1 month ago

    Tsuu T'ina Nation, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for identifying client life and financial goals, providing comprehensive reviews, and building long-term relationships through financial planning expertise and relationship building.Key...

  • Financial Planner

    1 month ago

    Tsuu T'ina Nation, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for identifying client life and financial goals, providing comprehensive reviews, and building long-term relationships through financial planning expertise and relationship building.Key...

  • Mortgage Specialist – First Nations/Métis/Inuit Candidates

    3 months ago

    Tsuu T'ina Nation 145, Canada BMO Full time

    Application Deadline: 09/29/2024 Address: 9911 Chula Blvd Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants...

  • Mortgage Specialist

    1 month ago

    Tsuu T'ina Nation, Canada BMO Full time

    About the RoleBMO is seeking a skilled Mortgage Specialist to join our team, focusing on serving First Nations, Métis, and Inuit communities. As a Mortgage Specialist, you will play a crucial role in helping customers achieve their dream of homeownership.Key ResponsibilitiesCultivate and build relationships with referral networks to generate new mortgage...

  • Mortgage Specialist

    1 month ago

    Tsuu T'ina Nation, Canada BMO Full time

    About the RoleBMO is seeking a skilled Mortgage Specialist to join our team, focusing on serving First Nations, Métis, and Inuit communities. As a Mortgage Specialist, you will play a crucial role in helping customers achieve their dream of homeownership.Key ResponsibilitiesCultivate and build relationships with referral networks to generate new mortgage...

  • Mortgage Specialist – First Nations/Métis/Inuit Candidates

    3 weeks ago

    Tsuu T'ina Nation, Canada BMO Full time

    Mortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team and work with First Nations, Métis, and Inuit candidates. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home...

  • Financial Services Professional

    3 weeks ago

    Tsuu T'ina Nation, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a skilled Financial Planning Specialist to join our team in building relationships with First Nation communities. As a key member of our team, you will be responsible for identifying client needs, providing comprehensive financial planning, and building long-term relationships through expertise and ongoing services.Key...

  • Mortgage Specialist

    1 month ago

    Tsuu T'ina Nation, Canada BMO Full time

    About the RoleBMO is seeking a highly motivated and experienced Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact...

  • Mortgage Specialist

    1 month ago

    Tsuu T'ina Nation, Canada BMO Full time

    About the RoleBMO is seeking a highly motivated and experienced Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact...

  • Mortgage Specialist

    3 weeks ago

    Tsuu T'ina Nation, Canada BMO Full time

    Mortgage Specialist Role OverviewBMO is seeking a skilled Mortgage Specialist to join our team and work with First Nations/Métis/Inuit candidates. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing...

  • Mortgage Specialist – First Nations/Métis/Inuit Candidates

    3 weeks ago

    Tsuu T'ina Nation, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and...

  • Mortgage Specialist – First Nations/Métis/Inuit Candidates

    3 weeks ago

    Tsuu T'ina Nation, Canada BMO Full time

    Mortgage Specialist Job DescriptionBMO is seeking a Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and...

  • Mortgage Specialist

    2 days ago

    Tsuu T'ina Nation, Canada BMO Full time

    About BMOBMO Financial Group is a leading financial institution dedicated to helping individuals and businesses achieve their goals. With a strong commitment to innovation, customer satisfaction, and community involvement, we strive to create lasting, positive change in the lives of our customers and communities.Salary InformationThe estimated salary for...

  • Automotive/ Heavy Duty Journeyperson

    2 months ago

    Tsuu T'ina, Canada Tsuu T'ina nation Full time

    **Automotive/ Heavy Duty Journeyperson** **REF#677** **Title**:Automotive/Heavy Duty Journeyperson **Department**: Public Works - Mechanics Department **Reports to**:Mechanic/ Fleet Manager **Designation**: Full-Time **Review date**:Three (3) Months After Start **JOB SUMMARY** **DUTIES AND RESPONSIBILITES**: - Perform vehicle repairs as per...

  • Mortgage Specialist – First Nations/Métis/Inuit Candidates

    1 week ago

    Tsuu T'ina Nation, Canada BMO Full time

    BMO Mortgage Specialist Role OverviewAs a Mortgage Specialist at BMO, you will play a vital role in helping customers achieve their dream of homeownership. Your primary responsibility will be to build and maintain relationships with referral networks to create a pipeline of new mortgage business. This will involve identifying sales opportunities and...

  • Communications Coordinator

    1 month ago

    Tsuu T'ina, Canada Tsuu T'ina nation Full time

    **Communications Coordinator** **REF#679** **Title**:Communications Coordinator **Department**: Tsuut’ina Communications **Reports to**:Managing Editor **Designation**: Full-Time **Review date**:Three (3) Months After Start **JOB SUMMARY** A Communications Coordinator is an administrative role that supports the Communications department in...