Associate Planner

at  TD Bank

Ottawa, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate15 Oct, 2024Not Specified16 Jul, 20243 year(s) or aboveCreativity,Regulations,Training Programs,Financial Institutions,Financial Planning,Financial Goals,Competitive Landscape,Customer Experience,Financial Services,Communication Skills,Canadian Securities Course,Access,ItNoNo
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Description:

JOB REQUIREMENTS :

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

Responsibilities:

Please refer the Job description for details

REQUIREMENT SUMMARY

Min:3.0Max:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Ottawa, ON, Canada