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    Virtual Financial Advisor - Vancouver, BC, Canada - TD

    TD
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    TD background
    Description
    Gestion de patrimoine TD

    Pay Details:

    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.
    Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
    Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
    Maintain a culture of risk management and control, supported by aligned risk appetite
    IIROC license preferred (required within first 90 days in role)

    TD Financial Planning is always looking for talent particularly onsite in Vancouver, Richmond, Burnaby, Coquitlam, North & West Vancouver and Surrey.

    #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.

    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.

    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 and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.

    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.

    We do our best to communicate outcomes to all applicants by email or phone call.

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