Financial Planner

TD; Canada; On-site; CAD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a passionate financial planner to join their dynamic team. This role focuses on helping clients achieve their financial goals through personalized advice and exceptional service. You will leverage your expertise in financial planning and client relationship management to deliver tailored investment solutions while contributing to team objectives. With a commitment to colleague development and a comprehensive rewards package, this opportunity offers a platform for professional growth and success in a supportive environment. If you're ready to make a meaningful impact and thrive in a collaborative setting, this position is perfect for you.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Career Development Opportunities

Banking Benefits and Discounts

Qualifications

• 3-5 years in financial services managing client relationships.
• Canadian Securities Course or CFA Level 1 required before start.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Conduct analysis and make recommendations to improve services.

Skills

Financial Planning

Client Relationship Management

Sales and Business Development

Problem-Solving

Communication Skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1

Job description

Work Location:
St. Catharines, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$60,000 - $70,000 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Job Description:

Department Overview:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

Job Responsibilities:

• Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
• 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 and implement continuous improvements.
• Be 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.

Educational 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.

Skills Required:

• 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.
• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. 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 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're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

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.

Interview Process:
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!