Associate Planner

2 weeks ago

Petawawa, Canada TD Bank Full time

Work Location:

Petawawa, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

-
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio
management:

-
Identify opportunities to refer clients to Partners (Wealth, Retail):

-
Provide ongoing comprehensive reviews of clients' financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

SHAREHOLDER
-
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate:

-
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area:

-
Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary:

-
Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience:

-
Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices:

-
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists:

-
Identify, recommend and effectively execute standard practices applicable to the discipline:

-
Adhere to internal policies/procedures and applicable regulatory guidelines:

-
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts:

-
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

EMPLOYEE / TEAM
-
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest:

-
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit:

-
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques:

-
Participate in personal performance management and development activities, including cross training within own team:

-
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities:

-
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
:

-
Contribute to a fair, positive and equitable environment that supports a diverse workforce:

-
Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH
-
Experienced professional with a focus on providing business development, relationship management and / or sales advice within their own area of specialty:

-
Requires an in-depth understanding of products/services and key competitors:

-
Identifies referral opportunities across business lines and segments:

-
Understands the business and technical principles that underpin the design and delivery of the products and services provided:

-
Possesses a solid understanding of the business, the competitive landscape and economic/market issues:

-
May serve as a product or customer segment knowledge resource:

-
Coordinates the identification, pursuit or management of accounts/opportunities
with others while taking a primary role in managing the relationship:

-
Solves moderately complex problems by taking a new perspective on existing product and service solutions:

-
Exercises judgement in planning and developing customized account management processes; focuses on customizing advice and solutions:

-
Impacts a range of sales achievement (P&L) of their own team and related teams:

-
Puts solutions in context when presenting complex alternatives and framing advice:

-
Work performed under mínimal management guidance and supervision:

-
Identify and leads customer problem resolution:

-
Generally reports to a Senior / Manager or above

EXPERIENCE & EDUCATION
-
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:

-
Complete Wealth Management Essentials (WME) within first 30 months in role:

- **Achieve Certified Financial Planner designation wi

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