Financial Planner
at TD Bank
Edmonton, AB, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 19 Jan, 2025 | Not Specified | 20 Oct, 2024 | 3 year(s) or above | Canadian Securities Course,Financial Goals,Regulations,It,Financial Planning,Financial Services,Training Programs,Communication Skills,Customer Experience,Access,Protection,Creativity,Competitive Landscape,Financial Institutions | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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:
- 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
Edmonton, AB, Canada