Financial Planner - Remote

Overview

The Financial Planner role at TD Wealth involves providing personalized financial advice and solutions to clients, helping them achieve their financial goals while ensuring a legendary customer experience.

In Short

• Provide personalized financial planning and wealth management services.
• Build long-term relationships with clients based on trust and expertise.
• Conduct thorough financial assessments and analyses.
• Formulate strategic recommendations for clients.
• Contribute to team goals through exceptional customer service.
• Stay updated on industry trends and best practices.
• Mentor and guide less experienced colleagues.
• Participate actively in a positive team environment.
• Ensure compliance with regulatory standards.
• Engage in business development activities.

Requirements

• Financial Planner designation from the Financial Planning Institute.
• Successful completion of the Canadian Securities Course (CSC) or CFA Level 1.
• 3 to 5 years of banking experience.
• Bilingual in French and English.
• Accreditation from the OCRI is preferred.
• Strong understanding of market dynamics and regulatory frameworks.
• Excellent communication and interpersonal skills.
• Proven problem-solving abilities.
• Entrepreneurial mindset for business development.
• Ability to work collaboratively and independently.

Benefits

• Comprehensive compensation package including base salary and variable compensation.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off and banking benefits.
• Career development and mentorship opportunities.
• Recognition programs for outstanding performance.
• Supportive work environment focused on growth and inclusivity.
• Access to online learning platforms.
• Regular performance conversations with management.
• Commitment to diversity and community engagement.