Associate Planner, Advice Connect-markham - Markham, Canada - TD Bank

TD Bank

Verified Company

Markham, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Associate Planner, Advice Connect-Markham:

BR

Job Category - Primary

Call Center

Work Location

3500 Steeles Avenue East Building 1

Employment Type

Regular

City

Markham

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

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

Job Details

In this role, you will:

Provide business development, customer relationship management sales advisory support
Establish and implement a sales and services plan, focusing on onboarding new clients, introducing services and products aligned to client goals, growing business and profitability and retaining satisfied customers
Assist clients to identify their personal financial goals and potential barriers and recommend solutions
Contribute to team and department goals while strengthening customer service and dedication by identifying referral opportunities at growing levels of complexity
Provide ongoing relationship management to existing clients (TD Wealth Financial Planning / TD Private Investment) to maintain, update and implement investment strategies and longterm financial goals
Conduct internal and external research projects; support the development and delivery of presentations
Execute simplified sales or account management process, focusing on "features" selling and customer data gathering, assess efficiency and implement continuous improvements
Participate fully as a member of the team, support a positive and serviceoriented work environment

Job Requirements

University Degree and/or minimum 2 years of industry experience
Canadian Securities Course (CSC) required (required by start date)
IIROC license preferred (required within first 90 days in role)
Complete Conduct & Practices Handbook (CPH) within first 90 days in role
Complete Wealth Management Essentials within 6 months in role
Certified Financial Planner Designation (CFP) within 24months
Expanded knowledge of products, services and key competitors
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and t