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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 Description
Join us in person for our TD Cochrane Career Event
on Thursday, June 15th.
This event will allow you to speed network with passionate leaders across the District, committed to hiring top talent, to showcase your experience and potential.
We look forward to meeting you and discussing our Financial Planner
(CSC required) opportunities available across our Calgary District. We recommend bringing a copy of your resume, if possible.
Please apply to our posting to complete registration. Reminders will be sent via email leading up to the big day! Hope to see you there! Open House Details Date:
Thursday June 15, 2023 Time:
4 :30pm - 7:00pm MST Location:
300 5 th Ave W, Cochrane, AB, T4C2A7 (in-person) Requirements
•University Degree and/or 3-5 years industry experience
•Canadian Securities Course (CSC) required
•IIROC license preferred (required within first 90 days in role)
•Complete Conduct & Practices Handbook (CPH) within first 90 days in role
•IQPF licensing required prior to start date (for Quebec only)
•Complete Wealth Management Essentials (WME) within first 30 months in role
•Achieve Certified Financial Planner designation within first 2 years 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 Hours
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Management and Executive