Associate Planner - Orillia Job Barrie area,Orillia Ontario Canada,Finance & Banking

Location: Orillia

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 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)

Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date

Complete Conduct & Practices Handbook (CPH) within first 90 days in role

CIRO Registered Representative (RR) license within first 90 days in role

Complete Wealth Management Essentials (WME) within first 30 months in role

Achieve Certified Financial Planner (CFP) designation within first 3 years in role University Degree OR meet one of the following:

Up to 10 years of qualifying work experience

Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

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 have experience in high value sales and business development

Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment

You have 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

#LI-Wealth

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on…


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