Financial Planner Charlottetown, PEI

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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:

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.

In this position you will focus on building strong client relationships delivering expert advice and driving business growth. Your responsibilities will include:

• Partnering with clients to understand their life and financial objectives conducting in-depth financial reviews and fostering long-term connections through ongoing support and guidance
• Leveraging data-driven insights to analyze results develop recommendations and continuously evaluate the effectiveness of financial programs policies and practices
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitoring productivity and service delivery identifying opportunities for increased efficiency and championing continuous improvement initiatives
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Sharing your expertise by mentoring and guiding colleagues fostering a collaborative and supportive environment
• Upholding a strong culture of risk management and control aligned with the organizations risk appetite
• Engaging fully as a valued team member and contributing to a positive service-oriented workplace

What Were Looking For

• Bachelors degree preferred
• 35 years of experience in banking services with a track record of managing client relationships and providing tailored investment advice (preferred)
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not currently licensed
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.

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

• Up to 10 years of qualifying work experience OR
• Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals
• An entrepreneurial mindset with experience in business development networking and high-value sales
• A comprehensive understanding of the industry landscape economic trends and regulatory requirements
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships
• Excellent communication skills with the flexibility to collaborate within a team or work independently always focused on supporting and connecting with others

If youre ready to shape your future while supporting others on their financial journey we invite you to apply and grow with us.

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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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):