Financial Planner – Inviting Women in Wealth Applicants

Financial Planner – Inviting Women in Wealth Applicants

Work Location: Ottawa, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $0 - $0 CAD. This role is eligible for commission-based earnings.

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.

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, supporting 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 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.
• 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.

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. 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.

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.

We look forward to hearing from you!