TD Bank Careers Near Me – Financial Planner

1 month ago

Port Hope, Canada TD Bank Full time
Job Description:

Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

[ads1] Job Responsibilities:
  • Identify, recommend and effectively execute standard practices applicable to the discipline
  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
  • Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
  • Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
  • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
  • Adhere to internal policies/procedures and applicable regulatory guidelines
Job Requirements:
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Canadian Securities Course (CSC) required
  • University Degree and/or 3-5 years industry experience
  • Achieve Certified Financial Planner designation within first 2 years in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • IIROC license preferred (required within first 90 days in role)
Job Details:

Company:TD Bank

Vacancy Type:Full Time

Job Location:Port Hope, ON, CA

Application Deadline: N/A

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