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financial planner
Title posted on CareerBeacon - Financial Planner – Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis
Posted on October 09, 2024 by Employer details TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description: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 servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe 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) requiredIIROC 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 relationshipsThis particular posting is open to those who identify as First Nation (Status and Non-Status), Inuit, and Métis with interest in the JOB TITLE role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit the TD Career Site.Additional InformationAt TD, we recognize there is more work to be done on our collective journey towards Truth and Reconciliation. That's why, we're applying our business, people and philanthropy to help create a more inclusive and sustainable tomorrow for First Nation, Inuit, and Métis communities across Canada. We believe this is a key step forward on our journey towards Truth and Reconciliation.We're committed to the ongoing development and growth of colleagues, so that they can?unlock their full potential and achieve their career goals. We treat colleagues with the same care, warmth and respect that we show our customers, and we know that caring colleagues and supportive?leaders are what makes TD unique. To learn more, visit Indigenous Talent at TD.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. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we- LocationTsuu T'ina Nation 145, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2078935
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