Financial Services Professional

3 weeks ago

Gaspé, Quebec, Canada TD Bank Full time

About the Role:

We are seeking a highly skilled and experienced Financial Services Professional to join our team at TD Bank. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Conduct comprehensive financial planning and analysis to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing financial guidance and support to clients to ensure they stay on track with their financial plans
  • Collaborate with other financial professionals to provide a holistic approach to wealth management
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice

Requirements:

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Preferred Qualifications:

  • CIRO 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
  • 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

About TD Bank:

TD Bank is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to providing our customers with the best possible experience, and we are looking for talented individuals like you to join our team.

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for career growth and development
  • A collaborative and supportive work environment
  • Access to cutting-edge technology and tools
  • A comprehensive training program to ensure your success

How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application for this exciting opportunity.

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