Financial Planner - Medicine Hat

Financial Planner - Medicine Hat Apply remote type: On Site Location: Medicine Hat, Alberta Time Type: Full time Posted on: Posted Yesterday End Date: February 28, 2025 (30+ days left to apply) Job Requisition ID: R_1361419 Work Location: Medicine Hat, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: n/a - n/a CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Job Description: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business, and client loyalty. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice, and business development, you will:

• Identify your client's life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
• Conduct reporting and relevant analysis using results 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, and 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, supporting a positive and service-oriented work environment.

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 the first 90 days in role.
• CIRO Registered Representative (RR) license within the first 90 days in role.
• Complete Wealth Management Essentials (WME) within the first 30 months in role.
• Achieve Certified Financial Planner (CFP) designation within the 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.
  • Up to 10 years of qualifying work experience.

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.
• 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 the ability to work collaboratively and independently.

#LI-Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank. TD is deeply committed to being a leader in customer experience, and we believe that all colleagues, no matter where they work, are customer facing. Our Total Rewards Package: Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals. Additional Information: We’re delighted that you’re considering building a career with TD. We’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process: We’ll reach out to candidates of interest to schedule an interview. Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet Our Values: At TD we’re guided by our purpose to enrich the lives of our customers, communities, and colleagues. Our Commitment to Diversity, Equity, and Inclusion: At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work. Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. #J-18808-Ljbffr