Financial Planner - Abbotsford [Td Bank]

Company Overview

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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.

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:

• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Monitor service, productivity and assess efficiency and implement continuous improvements
• Participate fully as a member of the team, support a positive and service-oriented work environment
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
• 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
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Contribute to team and department goals while strengthening customer service and dedication

Requirements

• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
• Canadian Securities Course (CSC) required
• IIROC license preferred (required within first 90 days in role)
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• Deep understanding of the industry, competitive landscape and economic market issues
• IQPF licensing required prior to start date (for Quebec only)
• Achieve Certified Financial Planner designation within first 2 years in role
• University Degree and/or 3-5 years industry experience

Additional Information#FPPAC

• 5Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.