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Wealth Management Advisor
3 months ago
Work Location: Cranbrook, British Columbia, Canada
Hours: 37.5
Line of Business: TD Wealth
Compensation Range: $60,000 - $70,000 CAD
Role Overview:
TD Wealth employs a sophisticated and comprehensive approach to wealth management, focusing on personalized financial strategies and solutions tailored to client needs. Our Financial Planning team is dedicated to assisting clients in achieving their financial aspirations while ensuring an exceptional customer experience. We pride ourselves on our long-standing leadership in wealth management and our commitment to future growth and success.
Key Responsibilities:
- Engage with clients to identify their financial objectives and life goals, delivering thorough assessments and fostering enduring relationships through financial expertise and ongoing support.
- Perform detailed analysis and reporting, utilizing findings to make informed recommendations and continuously evaluate the effectiveness of financial strategies.
- Contribute to departmental objectives while enhancing customer service and commitment to excellence.
- Monitor service delivery and productivity, implementing improvements to enhance efficiency.
- Stay informed of industry best practices and emerging trends to maintain a competitive edge.
- Provide mentorship and guidance to colleagues, sharing expertise and fostering a collaborative environment.
- Uphold a culture of risk management and control, aligned with organizational risk appetite.
- Actively participate as a team member, promoting a positive and service-oriented workplace.
Qualifications:
- A university degree and/or 3-5 years of relevant industry experience.
- Completion of the Canadian Securities Course (CSC) is mandatory.
- IIROC license is preferred (to be obtained within the first 90 days).
- Conduct & Practices Handbook (CPH) must be completed within the first 90 days.
- IQPF licensing is required prior to the start date (for Quebec only).
- Wealth Management Essentials (WME) must be completed within the first 30 months.
- Certified Financial Planner designation is to be achieved within the first 3 years.
- A comprehensive understanding of the financial industry, competitive landscape, and economic market conditions.
- Excellent communication skills, with the ability to work both collaboratively and independently, while building strong relationships.
