At a Glance
- Tasks: Help clients achieve their financial goals through personalized planning and relationship building.
- Company: Join TD, a leading financial institution with a commitment to client experience.
- Benefits: Competitive salary, commission opportunities, health benefits, and career development programs.
- Other info: Dynamic work environment with mentorship and growth opportunities.
- Why this job: Make a real impact in clients' lives while growing your financial expertise.
- Qualifications: Experience in financial services and strong relationship management skills required.
The predicted salary is between 60000 - 70000 $ per year.
Location: Calgary, Alberta, Canada
Schedule: 37.5 hours per week
Sector: TD Wealth Management
Salary Range: $60,000 - $70,000 CAD
This position is eligible for commission income. TD is committed to offering fair and equitable compensation to all colleagues. Opportunities for growth and skill development are essential features of the colleague experience at TD.
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. 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.
As a Financial Planner, you will:
- Identify your client's life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
- 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, supporting 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)
- CIRO Registered Representative (RR) license within first 120 days in role
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role
Skills Required:
- Passion for financial planning and driven to help clients reach their financial and life goals.
- Possess an entrepreneurial spirit to prospect external business development opportunities through networking.
- Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
- Excellent people and problem-solving skills that help you build and maintain client relationships.
- Strong communication skills with the ability to work collaboratively and independently.
- Vietnamese language skills considered an asset.
We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued.
Financial Planner in Calgary employer: TD Bank
TD Bank is an exceptional employer that fosters a collaborative and inclusive work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the future of banking and financial services.
