Financial Planner

4 weeks ago

Red Deer Alberta TM, Red Deer region, Canada TD 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

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:

  1. 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.
  2. Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
  3. Contribute to team and department goals while strengthening customer service and dedication.
  4. Monitor service, productivity and assess efficiency and implement continuous improvements.
  5. Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
  6. Acquire and apply expertise, provide mentorship, assistance and direction to others.
  7. Maintain a culture of risk management and control, supported by aligned risk appetite.
  8. Participate fully as a member of the team, support a positive and service-oriented work environment.
Job Requirements
  1. University Degree and/or 3-5 years industry experience.
  2. Canadian Securities Course (CSC) required.
  3. IIROC license preferred (required within first 90 days in role).
  4. Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
  5. IQPF licensing required prior to start date (for Quebec only).
  6. Complete Wealth Management Essentials (WME) within first 30 months in role.
  7. Achieve Certified Financial Planner designation within first 3 years in role.
  8. Deep understanding of the industry, competitive landscape and economic market issues.
  9. Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
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.

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.

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.

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

#J-18808-Ljbffr

  • Financial Planner

    4 weeks ago

    Red Deer, Alberta, T0M, Red Deer region, Canada CareerBeacon Full time

    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 DescriptionAre you an experienced...

  • Planific. financ. I

    1 month ago

    Red Deer, Alberta, T0M, Red Deer region, Canada TD Bank Full time

    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:Are you an experienced professional skilled at providing mass affluent investing clients with...

  • North Zone Physician Resource Planner

    1 month ago

    Grande Prairie, Alberta, T0H, Grande Prairie region, Canada Alberta Health Services Full time

    Your Opportunity:The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external community...

  • Physician Resource Planner, North Zone

    4 weeks ago

    Grande Prairie, Alberta, T0H, Grande Prairie region, Canada Alberta Health Services Full time

    Your Opportunity: The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external...

  • Financial Planner

    4 weeks ago

    Red Deer, Canada TD 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 Are you an experienced...

  • Financial Planner

    4 weeks ago

    Red Deer, Canada TD 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 Are you an experienced...

  • Financial Planner

    1 week ago

    Red Deer, Alberta, Canada TD Bank Full time

    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:Are you an experienced...

  • Financial Planner

    4 weeks ago

    Red Deer, Canada CareerBeacon Full time

    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 DescriptionAre you an experienced...

  • Financial Planner

    4 weeks ago

    Red Deer, Canada CareerBeacon Full time

    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 DescriptionAre you an experienced...

  • Regional Financial Planning Consultant

    19 hours ago

    Red Deer, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals. **What will you do?** - Coach and mentor Financial Planners on all aspect of the financial planning process (Your Future By Design® Advice Experience) - Be a Subject Matter Expert for sound...

  • Financial Planner

    4 weeks ago

    City of Lloydminster, Alberta, CA TD Full time

    Work Location:Lloydminster, Alberta, 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:Are...

  • Financial Planner

    4 weeks ago

    Lethbridge, Alberta, N1J, Alberta, Canada TD Full time

    Lieu De TravailLethbridge, Alberta, CanadaHoraire37.5Secteur D’activitéGestion de patrimoine TDDétails De La RémunérationNous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser...

  • Financial Planner

    4 weeks ago

    Lethbridge, Alberta, N1J, Alberta, Canada CareerBeacon Full time

    Work Location:Lethbridge, Alberta, 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...

  • Financial Consultant

    4 weeks ago

    Red Deer, Alberta, Canada Royal Bank of Canada Full time

    Job Overview Role Description Build your career with RBC As a Financial Consultant at RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while we support your professional journey. If you have envisioned launching your own practice but require the training, backing, and resources that a...

  • Relationship Manager, Cash Management

    3 months ago

    Red Deer, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    Lethbridge, Alberta, N1J, Alberta, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Advisor Compliance Specialist

    4 weeks ago

    Red Deer, Alberta, Canada Royal Bank of Canada Full time

    Join the Royal Bank of Canada as a Financial Advisor Compliance Specialist At RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while we support your professional journey. If you have ever envisioned establishing your own practice but lacked the necessary training, resources, and backing from a...

  • Financial Planner

    4 weeks ago

    City of Lloydminster, Alberta, CA CareerBeacon Full time

    Work Location:Lloydminster, Alberta, 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...

  • Financial Planner

    4 weeks ago

    Medicine Hat, Alberta, T0J, Acadia, Canada TD Full time

    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...

  • Financial Planner

    4 weeks ago

    Medicine Hat, Alberta, T0J, Acadia, Canada CareerBeacon Full time

    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...

  • Financial planner i

    1 month ago

    Medicine Hat, Alberta, T0J, Acadia, Canada TD Full time

    Lieu de travail:Kitchener, Ontario, CanadaHoraire:37.5Secteur d’activité:Gestion de patrimoine TDDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, D3J, CA Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planner

    1 month ago

    Calgary, Alberta, D3J, CA TD Bank Full time

    Description du poste:La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le...

  • urban planner

    1 month ago

    Calgary, Alberta, D3J, CA WSP Canada Inc. Full time

    Urban PlannerPosted on August 08, 2024 by WSP Canada Inc.Job DetailsEducation: Bachelor's degreeExperience: 3 years to less than 5 yearsSalary: $105,300 to $123,384 annually (To be negotiated) / 37.5 hours per weekLocation: 237 - 4 Avenue SW Calgary, Alberta, T2P 3K4Workplace Information: Hybrid work availableTerms of Employment: Permanent employment,...