TD Bank Career St. Catharines | for Financial Planner Jobs in St. Catharines, ON

TD Bank Career – Financial Planner Jobs in Ontario. TD Bank Careers Jobs in Ontario. Latest Ontario Government Jobs. Get City of Ontario Jobs in Canada. Upcoming Canada Govt Jobs.

Ontario Jobs Seekers who are looking for Financial Planner Jobs in Ontario , can check here Ontario Government Jobs in TD Bank. TD Bank Careers opportunity available for Financial Planner jobs in Ontario.

Candidates who have University Degree eligibility Financial Planner position can apply through the TD Bank careers page link provides in the below section. You can check on this page all upcoming Financial Planner jobs in TD Bank and other jobs in Ontario.


TD Bank Career – Job Opportunities for Financial Planner Jobs In St. Catharines, ON

TD Bank Jobs in Ontario :– Hurry ! great news for job seekers. TD Bank Jobs site publish notice for various jobs vacancy in their offices. Currently TD Bank Financial Planner Jobs available now. Candidates who are looking for Financial Planner Jobs in Ontario with relevant required experience can apply for TD Bank careers Employment. Candidate will get after selection great Salary $ 58798.00 Per Year.

TD Bank Jobs in Ontario Employment 

Name of the Recruitment Agencies/Department – Toronto Dominion Bank

Job LocationSt. Catharines, Ontario

Name of the Vacant Position – Financial Planner

Jobs Type – Banking Jobs In Canada

Salary – $ 58798.00 Per Year

Job Description

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.

With a focus on relationship management, advice and business development, you will:

  • 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

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

Apply Now


TD Career – Job Opportunities for Claims Advisor I Jobs In St. Catharines, ON

TD Jobs in Ontario :– Hurrey ! great news for job seekers. TD Jobs site publish notice for various jobs vacancy in their offices. Currently TD Claims Advisor I Jobs available now. Candidates who are looking for Claims Advisor I Jobs in Ontario with relevant one year experience can apply for TD careers Employment. Candidate will get after selection great Salary $ 50,564.00 per year.

TD Jobs in Ontario Employment 

Name of the Recruitment Agencies/Department – Toronto Dominion Bank

Job Location -St. Catharines, Ontario

Name of the Vacant Position – Claims Advisor I

Jobs Type – Banking Jobs In Canada

Salary – $ 50,564.00 per year

Job Description

Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

Manage the client relationship and ensure resolution of a broad range of claims from routine – moderately complex within their area of focus and authority. Leverage appropriate support functions in the investigation and assessment of claims, ensuring timely resolution while mitigating risks and escalation.

Job Description

CUSTOMER

Engage customers in conversations to understand and meet their needs by providing them with advice and service regarding coverage and the claims process
Provide sound claims advice at every customer interaction to create a legendary customer experience; look for ways to contribute to the on-going improvement of the overall customer experience
Ensure customer problems are handled appropriately and escalating issues when necessary; refer customers to appropriate team members or internal partners as appropriate
Demonstrate flexibility to be able to change activities based on customer and business needs
Create a legendary customer experience at every interaction and look for ways to contribute to on-going improvement of the overall customer experience

SHAREHOLDER

Prioritize and manage own workload to meet SLA requirements for service and productivity
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for claims assessment and litigation
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Contribute to business objectives for Operational Excellence
Support the timely and accurate completion of business processes and procedures
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
Identify, recommend and effectively execute standard practices and procedures applicable to insurance claims
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for the business area/function and the bank, both internally and/or externally

Job Requirements

BREADTH & DEPTH

Apply foundational level of knowledge to handle routine with minimum risk
Handle some limited situations for Core Auto, Life & Health, and Residential claims
Has limited claim settlement authority and requires next level approval for claims in excess of their authority limit
Complete work within specifically defined parameters with guidance /direction from management as necessary
Leverage the Claims Resources Team to make file decisions on liability and assessment
Intermediate level knowledge with some form of related training and/or related experience or skills; Industry accreditation and training generally required
Typically reports into a Team Manager
EXPERIENCE & EDUCATION

College/ University degree
2+ years relevant experience

Inclusiveness

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.

Apply Now

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