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Financial Planner
| Company | TD Bank |
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| Location | Edmonton, AB, Canada |
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| Salary | $60000 – $70000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- University Degree (preferred)
- 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
- 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
Responsibilities
- 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
- 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
- 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, supported by aligned risk appetite
- Participate fully as a member of the team, support a positive and service-oriented work environment
Preferred Qualifications
- 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
