본사위치 : Toronto, ON, Canada.
Auto req ID 200275BR Job Title Financial Planner (Prince George) Report Location Prince George Country Canada Province/State British Columbia City1 Prince George TD DescriptionTell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story: jobs.td.com Department Overview TD Waterhouse, Financial Planning is looking for highly motivated, result driven individuals to join our team. As a Financial Planner (FP) you work with clients in a professional manner to develop and implement an investment strategy and long-term financial plan . Job Type Regular Job Status Full Time Hours 37.5 Business line TD Wealth Job Category - Primary Wealth Management Job Category(s) Wealth Management Job Description The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions. The FP will also identify opportunities to refer clients to other TD partners, i.e. Retail and Wealth Management Partners. Job Requirements
Licensed to sell Mutual Funds and 3-5 years industry experience.Licensed with IIROC as a Registered Representative OR if not currently licensed:
Successful completion of the Canadian Securities Course (CSC) within the last 3 years prior to commencing in FP role;Successful completion of the Conduct & Practice Handbook (CPH) within the last 2 years or must be completed within first 90 days in the role.
Completion of the Certified Financial Planner designation within the first 24 months in the role.Professional team player with excellent relationship management skills, both internally and externally.Demonstrated ability to gather assets.Excellent communicator both verbally and written with proven presentation skills.
InclusivenessAt TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
*Province/State (Primary) British Columbia
City (Primary) Prince George
Check Out Our Careers Page TD is the sixth largest bank in North America by branches, serving approximately 24 million customers in a number of locations in key financial centres around the globe. Our mission is to give our clients the best banking experience possible, every day. To do that, we depend on our team of more than 85,000 talented, ambitious people who share our passion for excellence. Whether you have years of banking experience or are just starting your career in financial services, we’ll help you realize your full potential and achieve your career goals. From mentorship and training programs to leadership development, you’ll receive everything you need to succeed. We’ll help you become the best you can be, because a better you means a better us.
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