Financial Planner I

at  TD Bank

Burlington, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate29 Nov, 2024Not Specified31 Aug, 20243 year(s) or aboveCompetitive Landscape,Communication Skills,Financial Services,Financial Goals,Protection,It,Financial Institutions,Financial Planning,Regulations,Customer Experience,Creativity,Access,Training Programs,Canadian Securities CourseNoNo
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Description:

EDUCATIONAL REQUIREMENTS:

  • 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

SKILLS YOU WILL REQUIRE:

  • 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
  • You have 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

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:3.0Max:10.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Burlington, ON, Canada