Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
About the role
- Financial Planner helping TD Wealth clients achieve financial goals through holistic advice. Building client portfolios, providing investment recommendations, and growing relationships at Canada’s TD bank.
Responsibilities
- Build a portfolio from the ground up
- Partner with clients to understand their life and financial objectives
- Conduct in-depth financial reviews
- Foster long-term client relationships through ongoing support and guidance
- Analyze results using data-driven insights
- Develop recommendations and evaluate financial programs, policies, and practices
- Collaborate with the team to achieve shared objectives and enhance the client experience
- Monitor productivity and service delivery
- Identify efficiency opportunities and champion continuous improvement initiatives
- Stay informed on industry best practices and emerging trends
- Mentor and guide colleagues
- Uphold risk management and controls aligned with the organization’s risk appetite
- Contribute to a positive, service-oriented workplace
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
- Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
- Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
- CFP eligibility: University Degree OR up to 10 years of qualifying work experience OR QAFP professional in good standing for a minimum of 5 years at the time of applying
- Experience in business development, networking, and high-value sales
- Understanding of the industry landscape, economic trends, and regulatory requirements
- Exceptional interpersonal and problem-solving abilities
- Excellent communication skills
- Italian, Croatian or Spanish language considered an asset
Benefits
- Guaranteed base salary during the first four years
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations, training programs, and performance conversations
- Access to an online learning platform
- Mentoring programs
- Training and onboarding sessions
- Commission-based earnings eligibility
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