Financial Planner - Lethbridge

Lieu De Travail
Lethbridge, Alberta, Canada

Horaire
37.5

Secteur D’activité
Gestion de patrimoine TD

Détails De La Rémunération
$60,000 - $70,000 CAD
Ce poste est admissible à des revenus de commission ainsi qu’un salaire de base en fonction du salaire minimum local. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.

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 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:

1. 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.
2. Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
3. Contribute to team and department goals while strengthening customer service and dedication.
4. Monitor service, productivity and assess efficiency and implement continuous improvements.
5. Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
6. Acquire and apply expertise, provide mentorship, assistance and direction to others.
7. Maintain a culture of risk management and control, supported by aligned risk appetite.
8. Participate fully as a member of the team, support a positive and service-oriented work environment.

Educational Requirements

1. University Degree (preferred).
2. 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred).
3. Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.
4. Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
5. CIRO Registered Representative (RR) license within first 90 days in role.
6. Complete Wealth Management Essentials (WME) within first 30 months in role.
7. Achieve Certified Financial Planner (CFP) designation within first 3 years in role.
8. CFP Eligibility requirements: University Degree OR meet one of the following:
1. Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.
2. Up to 10 years of qualifying work experience.

Skills You Will Require

1. Passion for financial planning and driven to help clients reach their financial & life goals.
2. Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
3. Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
4. You have excellent people and problem-solving skills that help you build and maintain client relationships.
5. Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.

À propos de nous
La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde.

Notre programme de rémunération globale
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier.

Renseignements Supplémentaires
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Mesures d’adaptation
L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Nous avons hâte d’avoir de vos nouvelles!