Financial Planner
3 weeks ago
job requisition id R_1390750
Work Location: Edmonton, Alberta, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay 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.
Job Description:
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.
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
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.
- 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.
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:
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.
- Up to 10 years of qualifying work experience.
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.
TD is deeply committed to being a leader in customer experience. 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.
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.
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you
Our Values:
At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.
Our Commitment to Diversity, Equity, and Inclusion:
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
Helping to Make an Impact in Communities – TD Ready Commitment:
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
#J-18808-Ljbffr
-
Financial Planner
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 210888Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose...
-
Senior Financial Planner Associate
7 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the Role:The Associate Total Wealth Planner is responsible for providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients of Scotia Wealth Management who have investable assets below $1 million.Key Responsibilities:Support the planning needs of Senior Total Wealth Planners by inputting...
-
Professional Financial Planner
4 days ago
Edmonton, Alberta, Canada Sun Life Financial Full timeWhat We OfferAt Sun Life Financial, we offer a supportive and inclusive work environment where you can thrive and reach your full potential.We believe in empowering our employees to take control of their careers and providing opportunities for growth and development.
-
Associate Total Wealth Planner
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeTitle: Associate Total Wealth Planner - Edmonton, ABRequisition ID: 219986Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements...
-
Financial Services Advisor
6 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout Our Company:At Scotia Wealth Management, we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.Job Description:The Associate Total Wealth Planner role involves working collaboratively with Senior Total Wealth Planners to provide...
-
Financial Planning Assistant
4 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout the JobWe are looking for a skilled Financial Planning Assistant to join our growing team. You will be responsible for providing expert administrative support to clients, financial planners, and external partners.Job Description:Be the go-to expert for clients, financial planners, and external partners, offering proactive support via phone, email, and...
-
Financial Planning Assistant
5 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout the RoleAs a Licensed Administrative Assistant, you will work in a collaborative and supportive environment where your contributions make a real impact. You will have the opportunity to grow your career in the financial sector and gain valuable experience in the fast-paced world of investment and financial planning.You will be responsible for preparing...
-
Financial Services Coordinator
2 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout Executrade Consultants Ltd.We are a dynamic and expanding team located in south Edmonton, passionate about delivering comprehensive financial solutions and long-term success for our clients.The OpportunityAs a Licensed Administrative Assistant, you will be the backbone of a high-performing financial planning team, providing expert administrative...
-
sun life financial advisor
6 days ago
Edmonton, Alberta, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Edmonton, Alberta time type Full time posted on Posted 24 Days Ago job requisition id JR00034436You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
-
sun life financial advisor
2 weeks ago
Edmonton, Alberta, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISORApply locations: Edmonton, AlbertaTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: JR00034436You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager...
-
Edmonton, Alberta, Canada TD Full timeLieu de travail : Edmonton, Alberta, Canada Horaire : 37.5 Secteur d'activité : Gestion de patrimoine TD Détails de la rémunération : $60,000 - $70,000 CAD La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de...
-
Dedicated Financial Operations Coordinator
3 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout Executrade Consultants Ltd.We are a dynamic and expanding team located in Edmonton, Alberta, committed to delivering comprehensive financial solutions and long-term success for our clients. Our mission is to provide exceptional client service and foster a collaborative environment where talented professionals can grow their careers in the financial...
-
Administrative Support Specialist
2 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout Executrade Consultants Ltd.We pride ourselves on being a client-focused full-service recruitment firm, connecting talented professionals with leading organizations.The RoleIn this role as a Licensed Administrative Assistant, you will work closely with our financial planning team to deliver exceptional client experiences.Responsibilities:Provide...
-
Planner Scheduler
3 weeks ago
Edmonton, Alberta, Canada B&W MEGTEC Full timeJob Description - Planner Scheduler (2400004Y)DescriptionThe EPC Scheduler is responsible for detailed planning of the engineering, procurement, and construction activities related to various boiler retrofit projects. Leads schedule updates for progress reporting, cost control, and resource loading.Responsibilities- Demonstrates understanding of EPC contract...
-
Client Service Coordinator
4 days ago
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full timeAbout the PositionWe are seeking a skilled Client Service Coordinator to join our team. As an integral part of our financial planning group, you will provide exceptional support to clients, financial planners, and external partners.Responsibilities:Provide expert support to clients, financial planners, and external partners via phone, email, and in-person...
-
Strategic Financial Planner
4 days ago
Edmonton, Alberta, Canada IG Wealth Management Full timeCompany OverviewIG Wealth Management is a leading wealth management firm in Canada, dedicated to helping individuals achieve their financial goals. Our team of experienced professionals provides personalized service and expertise to our clients.
-
Edmonton, Alberta, Canada Executrade Consultants Ltd. Full time**About Executrade Consultants Ltd.**We are one of Western Canada's most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.**Why Work with Us?**We apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for...
-
Wealth Management Professional
6 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout Us:Scotia Wealth Management offers a purpose-driven winning team committed to results, an inclusive and high-performing culture, and a collaborative work environment.Job Description:The Associate Total Wealth Planner role involves providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients...
-
Planner financier pour femmes en Wealth
3 days ago
Edmonton, Alberta, Canada TD Full timeDescription du poste : Êtes-vous un professionnel expérimenté capable de fournir aux investisseurs mass affluents des plans financiers complets et des conseils ? Si oui, alors postulez au poste de conseiller financier aujourd'hui pour aider les clients à atteindre leurs objectifs financiers et objectifs.Avec un accent sur la gestion des relations, les...
-
Edmonton, Alberta, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelLocation(s): EdmontonWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply nowPosition Summary:This...
