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Wealth Management Advisor

3 months ago

RouynNoranda, Canada TD Full time
Work Location:
Rouyn, Quebec, Canada

Hours:
37.5

Line Of Business:
TD Wealth

Pay Details:
We are dedicated to ensuring fair and equitable compensation for all our team members. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries, including pay specifics for this role.

Job Overview:
TD Wealth employs a sophisticated and comprehensive approach to wealth management and protection, delivering highly personalized advice, solutions, and services to our clients.

The Financial Planning team recognizes that assisting clients in establishing and achieving their financial aspirations while providing an exceptional customer experience is the cornerstone of our business success, driving new opportunities and client loyalty. We achieve this by understanding our clients, offering the most professional and tailored solutions, and fostering award-winning, high-performing teams.

Key Responsibilities:
  • Identify clients' life and financial objectives, conduct thorough reviews, and cultivate long-term relationships through financial planning expertise and ongoing support.
  • Perform reporting and relevant analysis, utilizing results to draw conclusions, make recommendations, and continuously evaluate the effectiveness of programs, policies, and practices.
  • Contribute to team and departmental objectives while enhancing customer service and commitment.
  • Monitor service levels, productivity, and efficiency, implementing continuous improvements.
  • Stay informed of best practices and procedures, keeping ahead of emerging trends.
  • Develop and apply expertise, providing mentorship, guidance, and support to colleagues.
  • Maintain a culture of risk management and control, aligned with risk appetite.
  • Actively participate as a team member, fostering a positive and service-oriented work environment.
Minimum Qualifications:
  • Financial planner diploma from the Institute of Financial Planning (IPF) required prior to commencement.
  • Completion of the Canadian Securities Course (CSC) required prior to commencement.
  • 3 to 5 years of experience in banking.
Preferred Qualifications:
  • CIRO license preferred (to be obtained within the first 90 days in the role).
  • Completion of the Conduct & Practices Handbook (CPH) within the first 90 days in the role.
  • Completion of Wealth Management Essentials (WME) within the first 30 months in the role.
  • In-depth understanding of the industry, competitive landscape, and economic market dynamics.
  • Excellent communication skills with the ability to collaborate effectively and work independently, providing assistance and building relationships.
About TD:
TD is recognized as one of the world's leading financial institutions and ranks as the fifth largest bank in North America by branches. Every day, we deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. Our team of over 95,000 colleagues brings their skills, talent, and creativity to the Bank, serving our clients and supporting the economies we operate in. We are guided by our vision to be the better bank and our purpose to enrich the lives of our customers, communities, and colleagues.

Our Total Rewards Package:
Our Total Rewards package reflects our commitment to investing in our colleagues, helping them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a competitive salary, variable compensation, and a variety of key plans such as health and wellness benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

Additional Information:
We appreciate your interest in building a career with TD. Through regular development discussions, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both professionally and personally.

Colleague Development:
If you are interested in a specific career path or wish to develop certain skills, we are here to support your success. You will have regular career, development, and performance discussions with your manager, as well as access to an online learning platform and various mentoring programs to help you unlock future opportunities.

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

Interview Process:
We will reach out to candidates of interest to schedule interviews. 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 help us remove barriers during the interview process.

Language Requirement:
This position does not require proficiency in a language other than French.