Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Financial Planner providing personalized advice and investment solutions to TD Wealth clients. Building relationships, developing business, and helping mass affluent clients achieve financial goals.
Responsibilities
- Attend an in-person TD Wealth, Financial Planning career event in Vancouver
- Identify clients’ life and financial goals and provide comprehensive financial reviews
- Build long-term client relationships through financial planning expertise, relationship building, and ongoing services
- Conduct reporting and relevant analysis, draw conclusions, make recommendations, and assess program effectiveness
- Contribute to team and department goals while strengthening customer service
- Monitor service and productivity, assess efficiency, and implement continuous improvements
- Stay knowledgeable about best practices, procedures, and emerging trends
- Acquire and apply expertise and provide mentorship, assistance, and direction to others
- Maintain a culture of risk management and control
- Participate fully as a team member and support a positive, service-oriented work environment
- Prospect external business development opportunities through networking, high-value sales, and business development
Requirements
- 3–5 years within the financial services industry managing client relationships and providing financial advice and tailored investment solutions (preferred)
- CIRO Registered Representative (RR) license within first 120 days in role
- Achieve Certified Financial Planner (CFP) designation within first 3 years in role
- CFP eligibility through a university degree, 5 years as a QAFP professional in good standing, or up to 10 years of qualifying work experience
- Passion for financial planning and helping clients reach financial and life goals
- Entrepreneurial spirit and ability to prospect external business development opportunities through networking
- Experience in high-value sales and business development
- Deep understanding of the financial services industry, competitive landscape, economic market issues, and regulatory environment
- Excellent people and problem-solving skills
- Strong communication skills and ability to work collaboratively and independently
- Ability to provide assistance and build relationships
- Ability to meet provincial employment regulations and requirements in Canada
Benefits
- Commission based earnings eligibility
- 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
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations during the interview process
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Degree requirement
No Education Requirement
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