Financial Planner - Rouyn Noranda

TD Bank; Rouyn-Noranda; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Rouyn-Noranda. This role involves helping clients achieve their financial goals through personalized planning and advice. You will leverage your expertise to build strong relationships and provide comprehensive reviews, ensuring a legendary customer experience. With a commitment to colleague development and a robust rewards package, this position offers a unique opportunity to thrive in a supportive environment. If you are passionate about financial planning and dedicated to client success, this is the perfect opportunity for you.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Banking Benefits and Discounts

Career Development Opportunities

Qualifications

• 3-5 years of banking experience required.
• Financial Planner Diploma and CSC or CFA Level 1 needed.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Conduct analysis and make recommendations based on findings.
• Monitor service and implement continuous improvements.

Skills

Financial Planning

Relationship Building

Analytical Skills

Communication Skills

Education

Financial Planner Diploma

Canadian Securities Course (CSC)

CFA Level 1

Job description

Financial Planner - Rouyn Noranda

Financial Planner - Rouyn Noranda

Apply remote type: On Site

Locations: Rouyn, Québec

Time type: Full time

Posted on: Posted Yesterday

Job requisition id: R_1414182

Work Location: Rouyn, Quebec, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: 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.

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.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

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.

Required:

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date.
• 3 to 5 years of banking experience.

Nice to have:

• CIRO 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.
• 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.

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.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development:
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

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.

Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only):
Ce poste n’exige pas la maîtrise d’une langue autre que le français.