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financial planner
Title posted on CareerBeacon - Financial Planner I
Posted on December 11, 2024 by Employer details TD Bank
Job details
Work Location:Listowel, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis 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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.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 trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environmentJob Requirements:University Degree and/or 3-5 years industry experienceCanadian Securities Course (CSC) required.CIRO license preferred (required within first 90 days in role)Complete Conduct & Practices Handbook (CPH) within first 90 days in roleIQPF licensing required prior to start date (for Quebec only)Complete Wealth Management Essentials (WME) within first 30 months in roleAchieve Certified Financial Planner designation within first 3 years in roleDeep understanding of the industry, competitive landscape and economic market issuesStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.Who We Are:TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.Our Total Rewards PackageOur 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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health- LocationListowel, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2128958
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