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Financial Planner

2 months ago

St Albert, Alberta, Canada TD Bank Full time
Job Title: Financial Planner

We are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct in-depth financial assessments 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
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
  • Collaborate with cross-functional teams to deliver exceptional client experiences
Requirements:
  • University degree in a related field (e.g., finance, accounting, business)
  • 3-5 years of experience in financial services, with a focus on client relationships and financial planning
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues
What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health and wellness programs
  • Opportunities for professional development and career advancement
  • A dynamic and supportive work environment

We are committed to providing a work environment that is inclusive, diverse, and respectful. If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.