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Td Bank Financial Planner - Ottawa Canada, Ontario, Ottawa 600248041
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Job Description:
Department Overview :
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.
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.
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 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
Job Requirements :
- University Degree
- 3 to 5 years banking experience
- Canadian Securities Course (CSC) required prior to start date
- IIROC license preferred (required within first 90 days in role)
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- Complete Wealth Management Essentials (WME) within first 30 months in role
- Achieve Certified Financial Planner designation within first 3 years in role
- Deep understanding of the industry, competitive landscape and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
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 interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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