Consultant(e) - Banking & Financial Services

TD Wealth

0 - $0 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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. Financial Planningteam 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.

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.

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
Maintain a culture of risk management and control supported by aligned risk appetite
3 5 years within the financial services industry managing client relationships providing financial advice and tailored investment solutions (preferred)

• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• Up to 10 years of qualifying work experience
• 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
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. 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. 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.

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.

We do our best to communicate outcomes to all applicants by email or phone call.

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.
Language Requirement (Quebec only):