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Department Description:

TD Wealth Management is a member of TD Bank Group (TDBG) and is one of Canada's largest investment management firms offering an ever-expanding suite of investment management solutions. TD Wealth provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis.

The 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.

Location:

Toronto / Montreal / Calgary

Job Description:

The Accelerated Financial Planning Career Program provides on-the-job training through rotations in multiple departments and involving assignments in Financial Planning Delivery Excellence and Financial Planning Advice Connect. In this program, you will have the opportunity to explore a meaningful pathway to build a successful Financial Planning Career. The anticipated duration of this assignment is typically 2.5 years.

In early rotations, you will:

• Provide high level sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main activities: progress reviews, client contact and business building.
• Assist Financial Planners in their daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures
• Complete discovery meetings to gather financial information from clients to provide clear agenda, documentation, insights and reports to the Financial Planner in preparation for client meetings
• Manage sales pipeline leads and prepare for and/or engage with clients on outbound sales calls (i.e., prospective, retention)
• Build knowledge of the business, competitive landscape, and economic/market trends and issues.

In final rotations, you will:

• Provide financial planning and advice to investors with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives, delivering all services via phone and digital technology
• Coordinate the identification, pursuit, or management of accounts/opportunities with others while taking a primary role in managing the relationship.
• Assist clients to identify goals and potential barriers, recommend appropriate solutions and provide ongoing relationship management through investment recommendations including third-party mutual funds; open new investing accounts as required
• Actively acquire external assets through effective financial planning and sales conversations

The goal of this program is to provide an exception foundation in Financial Planning to transition you into a Financial Planner role, where you will provide comprehensive financial planning and advice to mass affluent clients with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives.

Qualifications / Skills / Experience:

• You will be graduating in 2024 with an undergraduate degree
• You will be working towards to QAFP™ certification, PFP certification, IQPF certification (Quebec), or CFP® certification.
• CSC certification would be an asset.

As an ideal candidate, you bring:

• Excellent communication skills
• Business, finance, quantitative skills
• Organizational skills with the ability to prioritize, multi-task and maintain attention to detail
• Good foundation in business acumen, problem solving skills and analytical capabilities
• Good working knowledge of Microsoft Office products (Excel, PowerPoint and Word)
• Experience in financial modeling
• Strong presentation skills
• Proactive mindset to take initiative
• Effective teamwork and collaboration skills Previous customer service experience / understanding of the customer would be an asset.
• Bilingual in French/English would be an asset, but not required

Specific Educational Requirements / Accreditations:

• Anticipated completion of undergraduate degree and working towards to QAFP™ certification, PFP certification, IQPF certification (Quebec), or CFP® certification.
• Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and 90 Day Training Program to be completed within first 90 days from start date, required to obtain IIROC Registered Representative (RR) license

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
*Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le français est exigée.