Financial Planner
2 months ago
Role Summary
We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.
Key Responsibilities
- Identify client 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.
Requirements
- Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
- Canadian Securities Course (CSC) required prior to start date.
- 3 to 5 years of banking experience.
Nice to Have
- CIRO license preferred (required within first 90 days in role).
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
- Complete Wealth Management Essentials (WME) within first 30 months in role.
- Deep understanding of the industry, competitive landscape, and economic market issues.
- Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
About Us
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.
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.
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