Accelerated Financial Planning Associate Program
Accelerated Financial Planning Associate Program
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Job Description
Role Type:
UndergraduateWork Location:
Toronto Ontario CanadaHours:
37.5Pay Details:
$55000 - $55000 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Accelerated Financial Planning Career Program
TD Bank Group Description:
are a big part of what makes TD stand out from any other organization. Every day we deliver legendary customer and client experiences to our approximately 27 million customers. Were an award-winning organization that reinvests constantly to ensure future growth.
Were recognized as an extraordinary place to work that embraces diversity where customers and colleagues respected and valued. We empower you to grow your skills gain new perspectives and create impact at work and in your community. Thats our unique and inclusive culture.
Department Description:
TD Wealth Management is a member of TD Bank Group (TDBG) and is one of Canadas largest investment management firms offering an ever-expanding suite of investment management solutions. TD Wealth provides investors and financial advisors with a broad range of brokerage mutual fund banking and other consumer financial products on an integrated basis.
The 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 youll be busy but never bored.
Location:
Toronto / Montreal / Calgary
Job Description:
The Accelerated Financial Planning Career Program provides on-the-job training through rotations in multiple departments and involving assignments in Financial Planning Delivery Excellence and Financial Planning Advice Connect. In this program you will have the opportunity to explore a meaningful pathway to build a successful Financial Planning Career. The anticipated duration of this assignment is typically 2.5 years.
In early rotations you will:
Provide high level sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main activities: progress reviews client contact and business building.
Assist Financial Planners in their daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures
Complete discovery meetings to gather financial information from clients to provide clear agenda documentation insights and reports to the Financial Planner in preparation for client meetings
Manage sales pipeline leads and prepare for and/or engage with clients on outbound sales calls (i.e. prospective retention)
Build knowledge of the business competitive landscape and economic/market trends and issues.
In final rotations you will:
Provide financial planning and advice to investors with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives delivering all services via phone and digital technology
Coordinate the identification pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship.
Assist clients to identify goals and potential barriers recommend appropriate solutions and provide ongoing relationship management through investment recommendations including third-party mutual funds; open new investing accounts as required
Actively acquire external assets through effective financial planning and sales conversations
The goal of this program is to provide an exception foundation in Financial Planning to transition you into a Financial Planner role where you will provide comprehensive financial planning and advice to mass affluent clients with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives.
Qualifications / Skills / Experience:
You will be graduating between 2024-2026 with an undergraduate degree
You will be working towards to QAFP certification PFP certification IQPF certification (Quebec) or CFP certification.
CSC certification is required
As an ideal candidate you bring:
Excellent communication skills
Business finance quantitative skills
Organizational skills with the ability to prioritize multi-task and maintain attention to detail
Good foundation in business acumen problem solving skills and analytical capabilities
Good working knowledge of Microsoft Office products (Excel PowerPoint and Word)
Experience in financial modeling
Strong presentation skills
Proactive mindset to take initiative
Effective teamwork and collaboration skills Previous customer service experience / understanding of the customer would be an asset.
Bilingual in French/English would be an asset but not required
Specific Educational Requirements / Accreditations:
Anticipated completion of undergraduate degree and working towards to QAFP certification PFP certification IQPF certification (Quebec) or CFP certification.
Canadian Securities Course (CSC) - required Conduct & Practices Handbook (CPH) and 90 Day Training Program to be completed within first 90 days from start date required to obtain IIROC Registered Representative (RR) license
Who We Are
TD is one of the worlds 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 95000 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.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. 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 youve 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 were here to support you towards your goals. As an organization we keep growing and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more
Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.
Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans ObjetRequired Experience:
IC
Employment Type
Full-Time
