Virtual career event - financial planning - kingston/belleville/cornwall

Lieu de travail:

Canada

Horaire:

37.5

Secteur d’activité:

Gestion de patrimoine TD

Détails de la rémunération :

Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

Are you an experienced financial planner looking for a rewarding place to work with an outstanding corporate culture? Or are you a banking professional interested in building a career in financial planning? If so, you won’t want to miss this exciting event.

TD Wealth Management is hosting a virtual career event on financial planning via webinar. You will have a unique opportunity to interact with the Regional Head, as well as other leaders and guest speakers. Following this, you will have the chance to ask your questions during a dedicated Q&A session.

Additionally, you will gain insights into TD Wealth Management’s business model and vision for financial planning and discover the reasons why we stand out as an industry leader.

What’s great is that you can connect from the comfort of your home or office to listen, learn, and ask questions confidentially.

Date: Wednesday, November 27th 2024

Time: 5pm to 6pm

This event is by invitation only. To receive an invitation, you must:

• Be an experienced financial professional OR
• Be currently working in the industry as a financial planner OR
• Have obtain or be in the process of obtaining your CSC.

If you would like to attend, please apply to this request. An email confirming the event details and a link to the webinar will be sent to those eligible to participate.

A Financial Planner supports our client in achieving their financial objectives. In this role, which emphasizes relationship management, advisory services and business development, your responsibilities will include the following:

• 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 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
• 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 relationships