- Identify, recommend and effectively execute standard practices applicable to the discipline
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
- Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
- Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
- Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
- Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
- Adhere to internal policies/procedures and applicable regulatory guidelines
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- Canadian Securities Course (CSC) required
- University Degree and/or 3-5 years industry experience
- Achieve Certified Financial Planner designation within first 2 years in role
- Complete Wealth Management Essentials (WME) within first 30 months in role
- IIROC license preferred (required within first 90 days in role)
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Careers Near Me – Financial Planner - Port Hope, Canada - TD Bank
Description
Job Description:
Provide ongoing comprehensive reviews of clients' financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
[ads1]Job Responsibilities:
Job Requirements:
Job Details:
Company:TD Bank
Vacancy Type:Full Time
Job Location:Port Hope, ON, CA
Application Deadline: N/A
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