Financial Planner

OverviewJoin to apply for the Financial Planner - Red Deer role at TD.Work Location: Red Deer, Alberta, CanadaHours: 37.5Line Of Business: TD WealthPay Details: $60,000 - $70,000 CAD. This role is eligible for commission-based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. The base pay actually offered may vary based upon the candidate\'s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide more specific details for this role.ResponsibilitiesTD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team helps clients set and achieve their financial goals while delivering a legendary customer experience. Key responsibilities include:Identify your client\'s life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe knowledgeable of best practices and procedures and stay ahead of emerging trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environmentEducational RequirementsUniversity 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 dateComplete Conduct & Practices Handbook (CPH) within first 90 days in roleCIRO Registered Representative (RR) license within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months in roleAchieve Certified Financial Planner (CFP) designation within first 3 years in roleCFP Eligibility requirements: University Degree OR meet one of the following:Have been a QAFP professional in good standing for a minimum of 5 years at the time of applyingUp to 10 years of qualifying work experienceSkills You Will RequirePassion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industry, competitive landscape, economic market issues, and the regulatory environmentYou have excellent people and problem-solving skills that help you build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationshipsWho We AreTD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience; all colleagues are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. We provide regular leadership and development conversations, mentorship and training programs to support growth. TD offers ongoing opportunities for career development.Additional InformationOur 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.Please be advised that this job opportunity is subject to provincial regulation for employment purposes and that each province or territory in Canada may have its own regulations. #J-18808-Ljbffr