Financial Planner Oak Bay, Victoria

Work Location:

Victoria British Columbia Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60000 - $70000 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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. The 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 youll be busy but never bored.

Job Description:

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 clients 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

• CFP Eligibility requirements: 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 worlds 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 95000 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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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
Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 60000 - 70000