Financial Planning Associate

4 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

The Financial Planning Associate provides dedicated sales and service support to TD Wealth Financial Planners by assisting with progress reviews, client contact, and business building. This role aims to deliver a legendary customer experience at every interaction, impacting net asset growth, revenue, and efficiency of the Financial Planners' book of business.

Key Responsibilities
  • Respond to client and FP inquiries, providing options and solutions while following policies and processes on time.
  • Conduct transactions and activities requiring expert knowledge across a broad range of products, processes, or systems, categorized as moderate to high risk.
  • Assist in the timely and accurate completion of new account openings, account and cash transfers, and other administrative documents and transactional requests for planners and clients, advising them when required.
  • Provide sales support to FPs by identifying net asset growth and revenue opportunities and contacting prospective clients.
  • Gather and analyze data to identify and solve complex problems, escalating as required.
  • Build a positive experience at every interaction and look for ways to continually improve sales and service.
  • Participate fully as a member of the team, supporting a positive and service-oriented work environment.
Requirements
  • University/college diploma and/or minimum 2 years of industry experience.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) course.
  • Advanced knowledge of business, operations, and regulatory environment.
  • Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions.
  • Strong communication skills with the ability to work collaboratively and independently, provide assistance, and build relationships.
About TD

TD is one of the world's leading global financial institutions and the fifth-largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our purpose is to enrich the lives of our customers, communities, and colleagues. We are guided by our vision to Be the Better Bank and are deeply committed to being a leader in customer experience.

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 and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

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