Financial Planner - St. John's, NL

TD; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in St. John's is seeking a Financial Planner to help clients achieve their financial goals. The ideal candidate will have a university degree and 3-5 years of experience in managing client relationships within the financial services industry. Responsibilities include identifying client goals, conducting analysis, and contributing to team objectives. A passion for financial planning and strong communication skills are essential. Competitive compensation will include commission-based earnings.

Benefits

Commission-based earnings

Growth opportunities

Skill development programs

Qualifications

• 3 - 5 years in the financial services industry managing clients.
• CIRO Registered Representative (RR) license within 90 days.
• Complete Conduct & Practices Handbook (CPH) within 90 days.

Responsibilities

• Identify and review client's financial goals.
• Conduct reporting and analysis to make recommendations.
• Contribute to team goals and strengthen customer service.

Skills

Passion for financial planning

Business development experience

Strong communication skills

People and problem-solving skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1 or higher

Certified Financial Planner (CFP)

Job description

Work Location: St. John's, Newfoundland and Labrador, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $0 - $0 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.

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 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? 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.

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 the first 90 days in role.
• CIRO Registered Representative (RR) license within the first 90 days in role.
• Complete Wealth Management Essentials (WME) within the first 30 months in role.
• Achieve Certified Financial Planner (CFP) designation within the 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 the ability to work collaboratively and independently, provide assistance, and build relationships.