Financial Planner - Yorkton
Description
The Financial Planner role at TD Wealth focuses on providing comprehensive financial planning and advice to mass affluent clients. Key aspects include relationship management, business development, and helping clients achieve their financial goals. Responsibilities involve conducting financial reviews, analyzing reports, continuous process improvement, staying updated on industry trends, mentoring, and maintaining a strong risk management culture. The position requires an experienced professional with a passion for financial planning and an entrepreneurial spirit to drive business growth and client loyalty.
What We're Looking For
Identify client life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise and ongoing services.,Conduct reporting and relevant analysis 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, 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.,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.,Excellent people and problem-solving skills that help you build and maintain client relationships.,Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
Ideal Candidate
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 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,CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience; Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Minimum Education
University Degree (preferred)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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