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TD Charlottetown, Prince Edward Island, Canada Overview Join TD to apply for the Financial Planner - Charlottetown role at TD. TD Wealth provides sophisticated and holistic goals discovery and personalized wealth planning and protection solutions. The Financial Planner will help clients set and achieve financial goals while delivering excellent service and building long-term relationships. Responsibilities Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise and ongoing service Conduct reporting and analysis to draw conclusions, make recommendations, and continually assess programs, policies and practices Contribute to team and department goals while strengthening customer service Monitor service and productivity, assess efficiency, and implement continuous improvements Stay knowledgeable of best practices and emerging trends Acquire and apply expertise, provide mentorship and direction to others Maintain a culture of risk management and control aligned with risk appetite Participate as a collaborative team member and support a positive, service-oriented work environment Educational Requirements University Degree (preferred) 3 5 years within the financial services industry managing client relationships and providing financial advice (preferred) Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date Complete Conduct & Practices Handbook (CPH) within first 90 days CIRO Registered Representative (RR) license within first 90 days Complete Wealth Management Essentials (WME) within first 30 months Achieve Certified Financial Planner (CFP) designation within first 3 years CFP Eligibility: University Degree OR up to 10 years of qualifying work experience OR have been a QAFP professional in good standing for at least 5 years Skills You Will Require Passion for financial planning and helping clients reach their financial and life goals Entrepreneurial mindset to prospect external business opportunities and experience in high-value sales Deep understanding of the industry, competitive landscape, economic issues, and regulatory environment Excellent people and problem-solving skills to build and maintain client relationships Strong communication skills with ability to work collaboratively and independently Who We Are TD is a leading global financial institution and a major bank in North America. We are dedicated to delivering legendary customer experiences and supporting the communities we serve. We offer development, mentorship, and training programs to help colleagues grow. Our Total Rewards Package Our Total Rewards package includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, and career development opportunities. Details vary by location and role. Additional Information This job opportunity is subject to provincial regulation for employment purposes. Regulations vary by province/territory. Other Information Colleague development opportunities, training and onboarding, and an accommodation process are available. We will reach out to candidates of interest to schedule an interview and provide outcome updates by email or phone. Role Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at TD. Get notified about new Financial Planner jobs in Charlottetown, Prince Edward Island, Canada. #J-18808-Ljbffr