Wealth Management Advisor

3 months ago

Montreal, Quebec, Canada TD Bank Full time

Job Title: Wealth Management Advisor

Company: TD Bank

At TD Bank, we pride ourselves on delivering exceptional wealth management and estate planning services. Our approach is thorough and tailored, ensuring we uncover the unique objectives of each client to provide bespoke advice, solutions, and services.

The Wealth Management team recognizes that assisting clients in setting and reaching their financial aspirations while providing an unparalleled client experience is crucial for our success. Our achievements are rooted in our deep understanding of our clients, our customized solutions, and our award-winning, high-performing teams.

With a strong legacy as a frontrunner in wealth management, we continuously seek to elevate our standards. You will find an environment that is welcoming, challenging, and rewarding. Expect to be engaged and stimulated in your role.

Are you an experienced professional with a wealth of knowledge in offering planning and advisory services to high-net-worth clients? Consider a position as a Wealth Management Advisor to assist our clients in realizing their financial ambitions.

In this role, which emphasizes relationship management, advisory services, and business development, you will be tasked with:

  • Identifying clients' financial objectives and lifestyle, conducting comprehensive evaluations, and nurturing long-term relationships through expertise in financial planning and service delivery.
  • Performing relevant analyses, generating reports, drawing insights from findings, making informed recommendations, and consistently assessing the effectiveness of programs and practices.
  • Contributing to team and service objectives by enhancing customer service quality and demonstrating commitment.
  • Overseeing service delivery and productivity, evaluating effectiveness, and implementing ongoing improvements.
  • Staying updated on best practices, procedures, and emerging trends.
  • Acquiring specialized knowledge and utilizing it to provide mentorship, support, and guidance.
  • Fostering a culture of risk management and control aligned with a balanced risk appetite.
  • Actively participating as a team member and promoting a positive, service-oriented workplace.

Requirements:

  • Financial Planner designation from the Institute of Financial Planning prior to commencement
  • Successful completion of the Canadian Securities Course (CSC) prior to commencement
  • Three to five years of experience in the banking sector
  • Bilingualism (French and English) is essential to serve our diverse clientele

Assets:

  • OCRI certification (or attainment within 90 days of commencement)
  • Successful completion of the Conduct Standards Handbook Course (CSHC) within 90 days of commencement
  • Successful completion of the Essential Concepts in Wealth Management Course (ECWM) within 30 months of commencement
  • In-depth knowledge of the industry, competitors, and economic and market challenges
  • Exceptional communication skills for teamwork, autonomy, service delivery, and relationship management

Work Location:
Montréal, Quebec, Canada

Hours:
37.5

Line of Business:
TD Bank Wealth Management

Colleague Development:
If you are interested in a specific career trajectory or wish to develop certain skills, we are committed to your success. You will have regular discussions regarding your career, development, and performance with your manager, along with access to an online learning platform and various mentoring programs to help you unlock future opportunities. Whether you are passionate about assisting customers or aspire to coach and inspire your colleagues, there are numerous career paths within TD Bank, and we are dedicated to helping you identify opportunities that align with your goals.

Training & Onboarding:
We will provide comprehensive training and onboarding sessions to ensure you have all the necessary tools to excel in your new role.

Interview Process:
We will reach out to candidates of interest to arrange an interview. We strive to communicate outcomes to all applicants via email or phone.

Accommodation:
Your accessibility is important to us. Please inform us if you require accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to facilitate your participation throughout the interview process.

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