Financial Planner - Kirkland

TD Bank•Kirkland, WA

64d

About The Position

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. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

Requirements

Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
3 to 5 years of banking experience
Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice To Haves

CIRO license preferred (required within first 90 days in role)
Complete Conduct & Practices Handbook (CPH) within first 90 days in role
Complete Wealth Management Essentials (WME) within first 30 months in role
Deep understanding of the industry, competitive landscape and economic market issues
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Responsibilities

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
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment