Associate Planner

4 months ago

Thunder Bay, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**Department Overview**:
**TD 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 understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.**

**We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.**

**With a focus on relationship management, advice and business development, you will**:

- **Identify your client's 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**:

- **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**
- **_CFP Eligibility requirements: _**University Degree OR meet **one **of the following**:

- **Up to 10 years of qualifying work experience**:

- **Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying**

**Skills you will require**:

- **Passion for financial planning and driven to help clients reach their financial & 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**:

- **You have excellent people and problem-solving skills that help you build and maintain client relationships**:

- **Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships**

**Who We Are**:
**TD 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, that is why we believe that all colleagues, no matter where they work, 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. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.**

**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

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