Accelerated Financial Planning Career Program - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

418362BR

Campus Program

Toronto, ON

Calgary, AB Montreal, QC

September 5, 2023

Campus Role Type

Undergraduate

Start Date

Summer

Hours

37.5

Workplace Model

Hybrid

Department Overview

TD Bank Group Description:
TD is a great organization powered by great people who want to make a difference every day. Our over 90,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 27 million customers. We're an award-winning organization that reinvests constantly to ensure future growth.

We're recognized as an extraordinary place to work that embraces diversity, where customers and colleagues respected and valued. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That's our unique and inclusive culture.

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 Details

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 thirdparty 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.

Job Requirements

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.
Excellent communication skills
Business, finance, quantitative skills
Organizational skills with the ability to prioritize, multitask 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
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