TD Jobs in Calgary – Financial Planner

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.

Job Responsibilities:

  • Contribute to team and department goals while strengthening customer service and dedication
  • Participate fully as a member of the team, support a positive and service-oriented work environment
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Identify your client’s life and financial goals, provide comprehensive reviews and build long-term relationships
  • through financial planning expertise, relationship building and ongoing services
  • Maintain a culture of risk management and control, supported by aligned risk appetite

Qualification & Experience:

  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Deep understanding of the industry, competitive landscape and economic market issues
  • IQPF licensing required prior to start date (for Quebec only)
  • University Degree and/or 3-5 years industry experience
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
  • Canadian Securities Course (CSC) required
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • IIROC license preferred (required within first 90 days in role)
  • Achieve Certified Financial Planner designation within first 2 years in role

Job Details:

Company: TD Bank

Vacancy Type:  Full Time

Job Location: Calgary, Alberta, CA

Application Deadline: N/A

Apply Here

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