Finance executive rebuilding finance, controls, and reporting for a multi - location food - service business. Driving profitability, forecasting, cash management, and commercial decisions.
About the role
- TD Wealth Financial Planner building client relationships, reviewing finances, and delivering tailored investment advice. Growing client practices while managing risk and improving service across Atlantic Canada.
Responsibilities
- Attend TD Wealth’s virtual career event dedicated to financial planning
- Learn about TD Wealth’s financial planning business model and vision
- Ask questions of regional leaders, guest Financial Planners, and other participants
- Build strong client relationships and understand clients’ life and financial objectives
- Conduct in-depth financial reviews and provide ongoing support and guidance
- Analyze results using data-driven insights and develop recommendations
- Evaluate the effectiveness of financial programs, policies, and practices
- Collaborate with the team to achieve shared objectives and enhance client experience
- Monitor productivity and service delivery and identify efficiency opportunities
- Champion continuous improvement initiatives
- Stay informed about industry best practices and emerging trends
- Mentor and guide colleagues
- Uphold risk management and control aligned with the organization’s risk appetite
- Contribute to a positive, service-oriented workplace
Requirements
- Bachelor’s degree or higher 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
- Candidates must reside in Newfoundland and Labrador, Prince Edward Island (PEI), Nova Scotia, or New Brunswick, Canada
Benefits
- Variable compensation and 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 career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Workplace accommodations, including accessible meeting rooms and captioning for virtual interviews
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