Wealth Planning Specialist

1 week ago

Coquitlam, British Columbia, Canada TD Bank Full time

Job Summary:

TD Bank is seeking a skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to mass affluent investing clients.

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.

Requirements:

  • University Degree and/or 3-5 years industry experience.
  • Canadian Securities Course (CSC) required.
  • IIROC 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.
  • Achieve Certified Financial Planner designation within first 3 years 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, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. 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.

Colleague Development:

We are committed to providing the support our colleagues need to thrive both at work and at home. 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.

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