Virtual Career Event - Financial Planning - Kingston/Belleville/Cornwall
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Work Location: Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation-related questions, including pay details for this role.
Job Description:
Are you an experienced financial planner looking for a rewarding place to work with an outstanding corporate culture? Or are you a banking professional interested in building a career in financial planning? If so, you won’t want to miss this exciting event.
TD Wealth Management is hosting a virtual career event on financial planning via webinar. You will have a unique opportunity to interact with the Regional Head, as well as other leaders and guest speakers. Following this, you will have the chance to ask your questions during a dedicated Q&A session.
Date: Wednesday, November 27th 2024
Time: 5pm to 6pm
This event is by invitation only. To receive an invitation, you must:
* Be an experienced financial professional OR
* Be currently working in the industry as a financial planner OR
* Have obtained or be in the process of obtaining your CSC.
A Financial Planner supports our client in achieving their financial objectives. In this role, which emphasizes relationship management, advisory services, and business development, your responsibilities will include the following:
* 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.
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.
* 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, provide assistance, and build relationships.
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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.
Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
Additional Information:
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.
Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.
Language Requirement (Quebec only): Sans Objet
Our Values:
At TD we’re guided by our purpose to enrich the lives of our customers, communities, and colleagues, and share a set of values that shape our culture and guide our behavior.
Our Commitment to Diversity, Equity, and Inclusion:
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
Helping to Make an Impact in Communities – TD Ready Commitment:
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
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