Financial Planner I

2 weeks ago

Stockholm, Stockholm, Sweden TD Full time

time left to apply End Date: January 17, 2025 (11 days left to apply)

job requisition id R_1375361

Work Location: Brampton, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 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.

Job Description:

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.

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.
  • Conduct reporting and relevant analysis using results to draw conclusions and make recommendations.
  • Contribute to team and department goals while strengthening customer service.
  • 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.
  • Participate fully as a member of the team, supporting a positive and service-oriented work environment.

Educational Requirements:

  • University Degree (preferred)
  • 3 – 5 years within the financial services industry managing client relationships.
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
  • CIRO Registered Representative (RR) license within first 90 days in role.
  • Complete Wealth Management Essentials (WME) within first 30 months in role.
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role.

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.
  • Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
  • Excellent people and problem-solving skills that help you build and maintain client relationships.
  • Strong communication skills with the ability to work collaboratively and independently.

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.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals.

Additional Information:
We're delighted that you're considering building a career with TD.

Colleague Development:
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.

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.

Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers.

Language Requirement (Quebec only): Sans Objet

Our Values:
At TD, we're guided by our purpose to enrich the lives of our customers, communities, and colleagues.

Our Commitment to Diversity, Equity, and Inclusion:
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work.

Helping to Make an Impact in Communities – TD Ready Commitment:
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

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