financial planner
Title posted on CareerBeacon -
Associate Planner
Posted on
October 09, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:CUSTOMERIdentify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio managementIdentify opportunities to refer clients to Partners (Wealth, Retail)Provide ongoing comprehensive reviews of clients' financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.SHAREHOLDERConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateBe knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional areaProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk activities as necessaryConduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audienceConduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practicesMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities existsAcquire and apply expertise in the discipline, provide guidance, assistance and direction to othersIdentify, recommend and effectively execute standard practices applicable to the disciplineAdhere to internal policies/procedures and applicable regulatory guidelinesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.Contribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand champion for your business area/function and the bank, both internally and/or externallyBREADTH & DEPTHExperienced professional with a focus on providing business development, relationship management and / or sales advice within their own area of specialtyRequires an in-depth understanding of products/services and key competitorsIdentifies referral opportunities across business lines and segmentsUnderstands the business and technical principles that underpin the design and delivery of the products and services providedPossesses a solid understanding of the business, the competitive landscape and economic/market issuesMay serve as a product or customer segment knowledge resourceCoordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the
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LocationCollingwood, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2094987
Advertised until
2024-11-07
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