Financial Planning Career Event

6 days ago

Lethbridge, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

TD Wealth is hosting an external career event for professionals interested in learning about opportunities in Financial Planning. This event provides a unique opportunity to meet TD Wealth Managers and gain knowledge of a day in the life of different investment roles. You will also learn how TD Wealth supports career growth and accreditation.

Key Responsibilities

  • University Degree and 3-5 years industry experience
  • Canadian Securities Course (CSC) required
  • IIROC 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
  • Achieve Certified Financial Planner designation within first 3 years 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 TD Wealth

TD Wealth is a leading global financial institution and one of the world's largest banks in North America. We deliver legendary customer experiences to over 27 million households and businesses. Our purpose is to enrich the lives of our customers, communities, and colleagues. We are guided by our vision to Be the Better Bank and are committed to being a leader in customer experience.

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.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

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