At a Glance
- Tasks: Help clients achieve their financial goals through personalized planning and relationship building.
- Company: Join TD, a leading global financial institution with a commitment to client experience.
- Benefits: Competitive salary, commission opportunities, health benefits, and career development support.
- Other info: Dynamic team environment with excellent growth opportunities and mentorship.
- Why this job: Make a real impact in clients' lives while growing your financial expertise.
- Qualifications: 3-5 years in financial services, strong communication skills, and a passion for helping others.
The predicted salary is between 60000 - 70000 $ per year.
Work Location: Okotoks, Alberta, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission based earnings.
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.
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 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, support 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 you will require:
- Passion for financial planning and driven to help clients reach their financial & life goals.
- Possess an entrepreneurial spirit to prospect external business development opportunities through networking and has experience in high value sales and business development.
- 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 ability to work collaboratively and independently, provide assistance and build relationships.
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Financial Planner – Okotoks employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
