Wealth Management Advisor

4 weeks ago

Canada The Toronto-Dominion Bank Full time

Position: Wealth Management Advisor

Work Location: Canada

Hours: 37.5

Business Division: TD Wealth

Compensation Details: We are dedicated to ensuring fair and equitable remuneration for all our employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries.

Role Overview:

At TD Wealth, we adopt a comprehensive and nuanced approach to financial planning and protection, delivering tailored advice, solutions, and services to our clients.

The Financial Planning team is committed to assisting clients in identifying and achieving their financial aspirations while providing an exceptional customer experience. Our success hinges on understanding our clients, offering the most professional and personalized solutions, and fostering high-performing teams.

Are you a seasoned professional adept at delivering comprehensive financial planning and advice to affluent clients? If so, consider the role of Wealth Management Advisor, where you will help clients realize their financial objectives.

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 analyses, utilizing results to draw insights, make recommendations, and continuously evaluate the effectiveness of programs and practices.
  • Contribute to team and departmental goals while enhancing customer service and commitment.
  • Monitor service delivery, productivity, and efficiency, implementing continuous improvements.
  • Stay informed about best practices and emerging trends in the industry.
  • Share expertise, providing mentorship and guidance to colleagues.
  • Foster a culture of risk management and control, aligned with our risk appetite.
  • Actively participate as a team member, supporting a positive and service-oriented work environment.

Qualifications:

  • IQPF licensing is required prior to the start date.
  • Completion of the Canadian Securities Course (CSC) is mandatory.
  • 3 to 5 years of experience in banking is essential.
  • Proficiency in both English and French is required.

Preferred Qualifications:

  • CIRO license is preferred (to be obtained within the first 90 days).
  • Completion of the Conduct & Practices Handbook (CPH) within the first 90 days.
  • Completion of Wealth Management Essentials (WME) within the first 30 months.
  • In-depth understanding of the industry, competitive landscape, and economic market issues.
  • Strong communication skills with the ability to collaborate effectively and build relationships.

About Us:

TD is a leading global financial institution and ranks as the fifth largest bank in North America by branches. We provide exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond.

Our commitment to excellence in customer experience drives us to innovate continuously and enhance the services we offer.

Our Total Rewards Package: Our Total Rewards package reflects our investment in our employees' financial, physical, and mental well-being. It includes a competitive salary, variable compensation, health and wellness benefits, retirement programs, paid time off, and professional development opportunities.

Additional Information: We appreciate your interest in building a career with TD. We are committed to supporting our employees through development conversations, training programs, and a comprehensive benefits plan.

Language Requirement: Proficiency in a language other than French is necessary to support employees requiring services in that language.

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