Financial Advisor Work From Home (Surrey)

Financial Advisor Work From Home (Surrey)

15 Sep
|
The Toronto-Dominion Bank (Canada)
|
Surrey

15 Sep

The Toronto-Dominion Bank (Canada)

Surrey

Pay Details: $60,000 - $70,000 CAD. 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. 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.

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. 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 Maintain a culture of risk management and control, supported by aligned risk appetite 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred) ~ Achieve Certified Financial Planner (CFP) designation within first 3 years in role Up to 10 years of qualifying work experience Passion for financial planning and driven to help clients reach their financial & life goals Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development Deep understanding of the industry, competitive landscape, economic market issues,



and the regulatory environment You have excellent people and problem-solving skills that help you build and maintain client relationships TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities. 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 discount, career development, and reward and recognition programs We’re delighted that you’re considering building a career with TD.

Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or looking to build certain skills, we want to help you succeed. You’ll 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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Here at TD, we hire and develop the best.



Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your recent role. We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if you’d 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.

Language

Requirement (Quebec only) At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

📌 Financial Advisor Work From Home (Surrey)
🏢 The Toronto-Dominion Bank (Canada)
📍 Surrey

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