Financial Planner - Kelowna & Vernon

Description

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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)

• CIRO Registered Representative (RR) license within first 120 days in role

• Achieve Certified Financial Planner (CFP) designation within first 3 years in role

• 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 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 relationship

#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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet