Financial Planner

4 weeks ago

Lethbridge Alberta NJ, Alberta, Canada TD Full time

Lieu De Travail
Lethbridge, Alberta, Canada

Horaire
37.5

Secteur D’activité
Gestion de patrimoine TD

Détails 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 poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description Du Poste
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

À propos de nous
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 monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.

Notre programme de rémunération globale
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance.

Renseignements Supplémentaires
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Mesures d’adaptation
L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Nous avons hâte d’avoir de vos nouvelles

Exigences Linguistiques
N/A

#J-18808-Ljbffr

  • 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 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 Planner

    1 week ago

    Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify client life and financial goals, provide comprehensive...

  • Financial Planner

    6 days ago

    Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key Responsibilities:Identify client life and financial goals, provide comprehensive...

  • Financial Planner

    59 minutes ago

    Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesIdentify client life and financial goals, provide comprehensive reviews, and build...

  • Financial Planning Career Event

    1 week ago

    Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleTD Wealth is hosting an external career event for professionals interested in learning about opportunities in Financial Planning. This event provides a unique opportunity to meet TD Wealth Managers and gain knowledge of a day in the life of different investment roles. You will also learn how TD Wealth supports career growth and...

  • Financial Planning Career Event

    6 days ago

    Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleTD Wealth is hosting an external career event for professionals interested in learning about opportunities in Financial Planning. This event provides a unique opportunity to meet TD Wealth Managers and gain knowledge of a day in the life of different investment roles. You will also learn how TD Wealth supports career growth and...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    About the RoleAs the key banking alternative in Southern Alberta, 1st Choice Savings and Credit Union Ltd. serves approximately 18,500 members through a network of 5 branch locations in the region. The organization is a financially strong credit union with assets under administration of $950 million and is poised for continued growth.Key...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    About the RoleAs the key banking alternative in Southern Alberta, 1st Choice Savings and Credit Union Ltd. serves approximately 18,500 members through a network of 5 branch locations in the region. The organization is a financially strong credit union with assets under administration of $950 million and is poised for continued growth.Key...

  • Branch Manager

    5 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for managing branch operations, ensuring member financial needs are met, and driving business growth.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and motivate a team...

  • Branch Manager

    5 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for managing branch operations, ensuring member financial needs are met, and driving business growth.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and motivate a team...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our leadership team, you will be responsible for driving business growth, managing branch operations, and ensuring exceptional member experiences.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for driving business growth, managing branch operations, and ensuring exceptional member experiences.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and motivate a...

  • Branch Manager

    7 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for driving business growth, managing branch operations, and ensuring exceptional member experiences.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and motivate a...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled Branch Manager to lead our Westgate branch. As a key member of our leadership team, you will be responsible for driving business growth, managing branch operations, and ensuring exceptional member experiences.Key ResponsibilitiesLeadership and Team ManagementLead, coach, and...

  • Branch Manager Position

    4 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Company OverviewAs a key financial institution in Southern Alberta, 1st Choice Savings and Credit Union Ltd. serves approximately 18,500 members through a network of 5 branch locations. The organization is a financially strong credit union with assets under administration of $950 million and is poised for continued growth. Our corporate purpose and guiding...

  • Branch Manager Position

    3 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Company OverviewAs a key financial institution in Southern Alberta, 1st Choice Savings and Credit Union Ltd. serves approximately 18,500 members through a network of 5 branch locations. The organization is a financially strong credit union with assets under administration of $950 million and is poised for continued growth. Our corporate purpose and guiding...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled and experienced Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for managing branch operations, ensuring member financial needs are met, and driving business growth.Key ResponsibilitiesLead and motivate a team to achieve results...

  • Branch Manager

    6 days ago

    Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full time

    Job Summary1st Choice Savings and Credit Union Ltd. is seeking a highly skilled and experienced Branch Manager to lead our Westgate branch. As a key member of our team, you will be responsible for managing branch operations, ensuring member financial needs are met, and driving business growth.Key ResponsibilitiesLead and motivate a team to achieve results...

  • Wealth Planning Associate

    5 days ago

    Lethbridge, Alberta, Canada Avail CPA Full time

    About Avail WealthWe're a dynamic team of chartered accountants and trusted advisors dedicated to helping entrepreneurial individuals and organizations thrive. Our inclusive culture values diverse perspectives and fosters personal and professional growth.Role SummaryWe're seeking a skilled Associate Wealth Planner to contribute to our mission of providing...