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Financial Planner

2 months ago

Saguenay Quebec GB, Le Fjord-du-Saguenay, Canada TD Full time

Work Location:
Chicoutimi, Quebec, 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: En matière de planification et de protection du patrimoine, Gestion de patrimoine TD adopte une approche de découverte des objectifs sophistiquée et exhaustive afin d’offrir aux clients des conseils, des solutions et des services hautement personnalisés.

L’équipe Planification financière comprend qu’aider les clients à établir et à réaliser leurs objectifs financiers tout en offrant une expérience client légendaire est essentiel pour assurer le succès de notre entreprise, acquérir de nouveaux clients et les fidéliser.

Vous êtes un professionnel chevronné détenant une vaste expertise en prestation de services de planification et de conseils à des clients bien nantis? Présentez votre candidature pour un poste de planificateur financier dès aujourd’hui afin d’aider nos clients à atteindre leurs objectifs financiers.

Dans Le Cadre De Ce Poste Axé Sur La Gestion Des Relations, Les Services-conseils Et L’expansion Des Affaires, Vous Devrez Faire Ce Qui Suit:
  1. Déterminer les objectifs financiers et le style de vie de vos clients, fournir des évaluations exhaustives et bâtir des relations à long terme grâce à une expertise en planification financière, en établissement de relations et en prestation de services continue.
  2. Réaliser des analyses pertinentes, produire des rapports et tirer des conclusions des résultats obtenus; formuler des recommandations et évaluer l’efficacité des programmes, des politiques et des pratiques de manière continue.
  3. Contribuer à l’atteinte des objectifs de l’équipe et du service en renforçant la qualité du service à la clientèle et en faisant preuve de dévouement.
  4. Superviser le service et la productivité; évaluer l’efficacité et mettre en œuvre des améliorations de manière continue.
  5. Connaître les pratiques exemplaires et les procédures et être au courant des nouvelles tendances.
  6. Acquérir des connaissances spécialisées et les mettre à profit pour offrir du mentorat, de l’aide et de l’orientation.
  7. Entretenir une culture de gestion et de contrôle du risque soutenue par une appétence au risque harmonieuse.
  8. Participer pleinement en tant que membre de l’équipe et promouvoir un milieu de travail positif axé sur le service.
Requis:
  1. Diplôme de planificateur(-trice) financier(-ière) décerné par l’Institut de planification financière avant la date d’entrée en fonction.
  2. Réussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) avant la date d’entrée en fonction.
  3. Trois à cinq années d’expérience dans le domaine bancaire.
Utiles:
  1. Accréditation de l’OCRI (ou obtention de l’accréditation dans les 90 jours suivant la date d’entrée en fonction).
  2. Réussite du Cours relatif au Manuel sur les normes de conduite (MNC) dans les 90 jours suivant la date d’entrée en fonction.
  3. Réussite du cours Notions essentielles sur la gestion de patrimoine (NEGP) dans les 30 mois suivant l’entrée en fonction.
  4. Compréhension approfondie du milieu, des concurrents et des enjeux relatifs à l’économie et au marché.
  5. Excellentes compétences en communication en vue de travailler en équipe et de façon autonome, d’offrir des services d’aide et d’établir des relations.

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.

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.

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.

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.

Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

Language Requirement: Ce poste n’exige pas la maîtrise d’une langue autre que le français./ This position does not require proficiency in a language other than French.

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