Financial Planner

1 month ago

Medicine Hat, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: Financial Planner

Are you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.

Key Responsibilities:
  • Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise and relationship building.
  • 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, strengthen customer service, and dedication.
  • Monitor service, productivity, and assess efficiency, implementing continuous improvements.
  • Stay 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:
  • 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.
  • 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, or up to 10 years of qualifying work experience.
Skills:
  • 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.
  • Excellent people and problem-solving skills that help build and maintain client relationships.
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in this opportunity, please submit your application through our website.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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

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