Planific. financ.

TD Bank Group; City of Langley; On-site; CAD 70,000 - 110,000; Full time

Job summary

TD Bank Group, via TD Wealth, recherche un Planificateur Financier expérimenté pour aider des clients à atteindre leurs objectifs financiers grâce à une planification complète et un service personnalisé. Vous gérerez les relations client, effectuerez des analyses et soutiendrez le développement des affaires tout en respectant les exigences de sécurité et le cadre réglementaire.

Le poste requiert une expérience de 3 à 5 ans dans les services financiers, un diplôme universitaire et les

Qualifications

• 3–5 ans d'expérience dans les services financiers, gestion de relations clients.
• Développer les opportunités d'affaires via le réseau et le développement external.
• Compréhension du secteur, du cadre réglementaire et du contexte économique.
• Excellentes aptitudes relationnelles et résolution de problèmes.
• Communication efficace et travail en équipe/indépendant.

Responsibilities

• Identifier les objectifs de vie et financiers du client et construire des relations durable par la planification financière.
• Réaliser des rapports et analyses et recommander des actions pour améliorer les programmes et pratiques.
• Contribuer aux objectifs de l'équipe et du service et maintenir un service client exemplaire.
• Surveiller le service et la productivité et proposer des améliorations continues.
• Appliquer les meilleures pratiques et se tenir informé des tendances du marché et réglementation.

Skills

Financial planning

Business development

Client relationships

Communication skills

Analytical skills

Education

University degree

CFP designation

CIRO RR license

CFP eligibility

Job description

**Description du poste :**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.**Job Description:**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.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#LI-Wealth