Planificateur adjoint

Description

Description Du Poste

Join Our Team as a Financial Planner. Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

Location and Schedule

Location : Delhi, Ontario, Canada

Schedule : 37.5 hours per week

Industry

Asset Management – TD

Compensation

$60,000 - $70,000 CAD. This position is eligible for commission income. TD aims to offer fair and equitable compensation, with opportunities for growth and skill development. Base salary may vary based on candidate’s skills, experience, knowledge, location, and other business needs. We encourage you to discuss compensation with your recruiter for more details.

Responsibilities

• Partner with clients to understand life and financial objectives, conduct in-depth financial reviews, and foster long-term relationships through ongoing support and guidance
• Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating service excellence
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives
• Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning
• Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engage fully as a valued team member and contribute to a positive, service-oriented workplace

What We’re Looking For / Qualifications

CFP Eligibility requirements : University Degree OR meet one of the following :

Key Skills

About Us

La TD est un chef de file mondial dans le secteur des institutions financières. Nous offrons une expérience client légendaire et soutenons plus de 27 millions de ménages et d’entreprises à travers le Canada, les États-Unis et le monde. Nous proposons des programmes de formation et de mentorat, et nous sommes engagés à aider nos collègues à réaliser leur plein potentiel tout en offrant des conditions de travail inclusives et compétitives.

Additional Information

Exigences Linguistiques (Québec Seulement) : Sans Objet

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