Virtual Career Event - Financial Planning - Kingston/Belleville/CornwallWork Location: Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
Job Description: Are you an experienced financial planner looking for a rewarding place to work with an outstanding corporate culture? Or are you a banking professional interested in building a career in financial planning? If so, you won't want to miss this exciting event.
TD Wealth Management is hosting a virtual career event on financial planning via webinar. You will have a unique opportunity to interact with the Regional Head, as well as other leaders and guest speakers. Following this, you will have the chance to ask your questions during a dedicated Q&A session.
Date: Wednesday, November 27th 2024
Time: 5pm to 6pm
This event is by invitation only. To receive an invitation, you must:
Be an experienced financial professional ORBe currently working in the industry as a financial planner ORHave obtained or be in the process of obtaining your CSC.A Financial Planner supports our client in achieving their financial objectives. In this role, your responsibilities will include the following:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe knowledgeable of best practices and procedures and stay ahead of emerging trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environmentEducational Requirements: University Degree (preferred)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 dateComplete Conduct & Practices Handbook (CPH) within first 90 days in roleCIRO Registered Representative (RR) license within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months in roleAchieve Certified Financial Planner (CFP) designation within first 3 years in roleSkills you will require: Passion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industry, competitive landscape, economic market issues, and the regulatory environmentYou have excellent people and problem-solving skills that help you build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships#LI-Wealth
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