Financial Planning Expert

4 weeks ago

Fredericton, New Brunswick, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

We are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). 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 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, while strengthening 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: Up to 10 years of qualifying work experience, or have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

Skills and Qualifications:

  • Passion for financial planning and driven to help clients reach their financial and 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 to build and maintain client relationships.
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a focus on delivering legendary customer experiences. We are committed to being a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking.

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 are committed to providing the support our colleagues need to thrive both at work and at home. 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.

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