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Financial Planner

2 months ago

Calgary, Alberta, Canada TD Bank Full time

Job Title: Financial Planner

Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Job Description:

TD Wealth is seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to mass affluent investing clients. You will identify your clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building, and ongoing services.

Key Responsibilities:

  • Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building, and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity, and assess efficiency and implement continuous improvements
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance, and direction to others
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Participate fully as a member of the team, support a positive and service-oriented work environment

Educational Requirements:

  • University Degree (preferred)
  • 3 – 5 years within the financial services industry managing client relationships, providing financial advice, and tailored investment solutions (preferred)
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • CIRO Registered Representative (RR) license within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role

Skills and Qualifications:

  • Passion for financial planning and driven to help clients reach their financial and life goals
  • Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high-value sales and business development
  • Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
  • Excellent people and problem-solving skills that help build and maintain client relationships
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships

About TD Wealth:

TD Wealth is a leading provider of wealth management services, offering a comprehensive range of investment, insurance, and banking products to individuals, families, and businesses. Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients, helping them achieve their financial goals and objectives.

About TD:

TD is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. We are committed to delivering legendary customer experiences and building a better future for our customers, communities, and colleagues.

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.

Colleague Development:

We are committed to helping our colleagues develop their skills and advance their careers. Our colleague development programs include 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 and Onboarding:

We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process:

We will 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 to help us remove barriers so that you can participate throughout the interview process.