Financial Planner - Gaspé

TD Bank

Gaspé, Quebec, Canada
Base: $70,000 cad; variable: commission based earn...
Not specified (assumed onsite based on location)
Comprehensive financial planning expertise
Mass affluent investing client management
Relationship management and business development
TD Bank is seeking a Financial Planner in Gaspé, Quebec, offering a competitive salary and commission opportunities. The role focuses on providing personalized financial planning and advice to clients, requiring bilingualism and relevant financial certifications

Job Summary

  • The role focuses on helping clients set and achieve financial goals through a sophisticated, holistic goals discovery approach.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
  • Success in this position requires building long-term relationships while delivering personalized solutions and maintaining a culture of risk management.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Gaspé, Quebec, offering a competitive salary and commission opportunities. The role focuses on providing personalized financial planning and advice to clients, requiring bilingualism and relevant financial certifications.

Salary

Base: $70,000 CAD; Variable: Commission based earnings eligible; Benefits: Not specified

Skills & Requirements

Must-have

  • comprehensive financial planning expertise
  • mass affluent investing client management
  • relationship management and business development

Nice-to-have

  • deep understanding of competitive landscape
  • strong communication and collaboration skills
  • ability to mentor and assist team members

Key Requirements

  • Financial planner diploma from IPF required prior to start
  • Canadian Securities Course (CSC) or CFA Level 1 required prior to start
  • 3 to 5 years of banking experience required
  • Bilingualism in English and French required
  • CIRO license preferred (required within first 90 days)

Work Rights

Not specified

Tailored Resume

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