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financial planner
Title posted on CareerBeacon - Financial Planner - Pointe-Claire Vaudreuil
Posted on November 07, 2024 by Employer details TD Bank
Job details
Work Location:Pointe Claire, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:60 000 $/$60,000 - 70 000 $/$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: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.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.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 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 environmentRequired:Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start dateCanadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date3 to 5 years of banking experienceBilingualism (English and French) required to serve our clients in the community with English-speaking needsNice to have:CIRO license preferred (required within first 90 days in role)Complete Conduct & Practices Handbook (CPH) within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months 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 relationshipsSkills you will require:Passion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industr- LocationPointe-Claire, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2122681
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