Financial Planner- Memorial, Southeast Calgary

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

Job summary

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 have a long and growing history in wealth management leadership and are poised for even greater future

Qualifications

• University Degree preferred.
• 3-5 years in financial services managing client relationships and providing financial advice.
• CIRO RR license within first 120 days in role.
• Achieve CFP designation within first 3 years in role.
• CFP eligibility requirements: University Degree OR CFP-qualified path (QAFP) in good standing for 5 years.
• Up to 10 years of qualifying work experience.

Responsibilities

• Identify clients' life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise.
• Conduct reporting and relevant analysis to draw conclusions and improve programs and practices.
• Contribute to team goals while strengthening customer service and dedication.
• Monitor service and productivity and implement continuous improvements.
• Stay ahead of emerging trends and apply best practices and procedures.
• Provide mentorship and direction to others.
• Maintain a culture of risk management and aligned risk appetite.
• Participate as a team member and support a positive service-oriented environment.

Education

University Degree

3-5 years within financial services managing client relationships

CIRO Registered Representative license

Certified Financial Planner designation

CFP Eligibility requirements

Up to 10 years of qualifying work experience

Job description

Work Location

Calgary, Alberta, 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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

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.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

• 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)
• CIRO Registered Representative (RR) license within first 120 days in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• CFP Eligibility requirements: University Degree OR meet one of the following: Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
• Up to 10 years of qualifying work experience

Skills you will require

• 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 relationship

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

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