Financial Planner - Surrey (fleetwood), Surrey, Td

Published 2022-06-29
Expires 2022-07-29
ID #1065382073
Financial Planner - Surrey (fleetwood), Surrey, Td
Canada, British Columbia, Surrey,
Published June 29, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Financial planner - surrey (fleetwood)

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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

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 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


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    Registered on October 7, 2017


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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

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