Financial Planner

Work Location
Vernon, British Columbia, 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 is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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
Additional

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. 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.

Job Description
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then … 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

CFP Eligibility requirements:
University Degree OR meet one of the following:
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Up to 10 years of qualifying work experience

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…