Base: $70,000 cad; variable: commission based earn...
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Comprehensive financial planning expertise
Client relationship building and maintenance
Business development and networking skills
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TD Bank is seeking a Financial Planner in Notre-Dame-De-l'Île-Perrot, Quebec, to provide personalized financial planning and advice to mass affluent clients. The ideal candidate should possess a financial planner diploma, be bilingual in English and French, and have 3 to 5 years of banking experience.
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Job Summary
The role focuses on helping clients set and achieve their financial goals through sophisticated and holistic wealth planning approaches.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.
Candidates will be expected to identify client life goals, conduct reporting analysis, and contribute to team goals while maintaining risk management standards.
Matching Summary
Match Score: 75
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TD Bank is seeking a Financial Planner in Notre-Dame-De-l'Île-Perrot, Quebec, to provide personalized financial planning and advice to mass affluent clients. The ideal candidate should possess a financial planner diploma, be bilingual in English and French, and have 3 to 5 years of banking experience.
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Salary
Base: $70,000 CAD; Variable: Commission based earnings eligible; Benefits: Health, retirement, paid time off, and banking discounts included
Skills & Requirements
Must-have
comprehensive financial planning expertise
client relationship building and maintenance
business development and networking skills
Nice-to-have
entrepreneurial spirit for external business
deep understanding of economic market issues
ability to work collaboratively and independently
Key Requirements
Financial planner diploma from IPF required prior to start
Willingness to obtain CIRO Registered Representative licensing