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Financial Planner – Kelowna


This is a Part-time position in Hamilton, ON posted July 30, 2022.

Company Overview Tell us your story.

Don’t go unnoticed.

Explain why you’re a winning candidate.

Think “TD” if you crave meaningful work and embrace change like we do.

We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive.

Carve out a career for yourself.

Grow with us.

Here’s our story: Department Overview 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.

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.

We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success.

Feel welcome, challenged and rewarded.

Trust us, you’ll be busy, but never bored.

Job Description 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, relationship building and ongoing services 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, support a positive and service-oriented work environment 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 2 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 Additional Information LI-Post Hours 37.50 Inclusiveness At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Category Management and Executive 67
– Metafy
– Working at a 100% Remote Start-Up The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).

TD is the sixth largest bank in North America by branches & serves approximately 22 million custom This content requires a premium subscription.

Please log in or subscribe to continue.

– Metafy
– Working at a 100% Remote Start-Up Released: Jun 13, 2022 In this episode, Erica Rizzo, Director of People and Culture at Metafy, opens up about the joys of working at a rapidly growing 100% remote e-learning startup.

Erica discusses how they’re navigating company culture with a global team, how they don’t believe in location based salaries and shares her own personal journey of getting hired at Metafy while being an expectant mother.

She also provides tips on how to be the ideal candidate for their expanding operations in Canada.

Founded in August of 2020, Metafy raised an impressive $25 million dollar series A in 2022, led by Tiger Global and Seven Seven Six.

Link to Metafy: 67
– Metafy
– Working at a 100% Remote Start-Up 00:35:15