Financial Planner - Downtown

The Dominion

Montréal, Quebec, Canada
Base: $70,000; bonus/equity: eligible for commissi...
Holistic goals discovery approach
Relationship management and business development
Client relationship building
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

Job Summary

  • 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.
  • 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.
  • 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.

Matching Summary

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.

Salary

Base: $70,000; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Holistic goals discovery approach
  • Relationship management and business development
  • Client relationship building
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit for prospecting
  • Deep industry and market understanding
  • Collaborative and independent work style

Key Requirements

  • Financial planner diploma from IPF
  • Canadian Securities Course or CFA Level 1
  • 3 to 5 years of banking experience
  • Bilingualism (English and French)

Work Rights

Not specified

Tailored Resume

Cover Letter