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corporate development planning adviser
Title posted on CareerBeacon - Accelerated Financial Planning Career Associate
Posted on October 11, 2024 by Employer details TD Bank
Job details
Role Type:UndergraduateWork Term:Work Location:CanadaHours:37.5Pay 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:Accelerated Financial Planning Career Program TD Bank Group Description:TD is a great organization powered by great people who want to make a difference every day. Our over 90,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 27 million customers. We're an award-winning organization that reinvests constantly to ensure future growth.We're recognized as an extraordinary place to work that embraces diversity, where customers and colleagues respected and valued. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That's our unique and inclusive culture.Department Description:TD Wealth Management is a member of TD Bank Group (TDBG) and is one of Canada's largest investment management firms offering an ever-expanding suite of investment management solutions. TD Wealth provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis.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 do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.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.Location:Toronto / Montreal / Calgary Job Description:The Accelerated Financial Planning Career Program provides on-the-job training through rotations in multiple departments and involving assignments in Financial Planning Delivery Excellence and Financial Planning Advice Connect. In this program, you will have the opportunity to explore a meaningful pathway to build a successful Financial Planning Career. The anticipated duration of this assignment is typically 2.5 years. In early rotations, you will:Provide high level sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main activities: progress reviews, client contact and business building.Assist Financial Planners in their daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and proceduresComplete discovery meetings to gather financial information from clients to provide clear agenda, documentation, insights and reports to the Financial Planner in preparation for client meetingsManage sales pipeline leads and prepare for and/or engage with clients on outbound sales calls (i.e., prospective, retention)Build knowledge of the business, competitive landscape, and economic/market trends and issues. In final rotations, you will:Provide financial planning and advice to investors with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives, delivering all services via phone and digital technologyCoordinate the identification, pursuit, or management of accounts/opportunities with others while taking a primary role in managing the relationship.Assist clients to identify goals and potential barriers, recommend appropriate solutions and provide ongoing relationship management through investment recommendations including third-party mutual funds; open new investing accounts as requiredActively acquire external assets through effective fi- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2115581
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