Financial Planner - Kirkland

TD Bank

Kirkland, Quebec, Canada
Base: $70,000 - $70,000 cad; bonus/equity: eligibl...
Holistic goals discovery approach
Relationship management and business development
Client-facing role
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.
  • The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving business success, new business, and client loyalty.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.

Salary

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

Skills & Requirements

Must-have

  • Holistic goals discovery approach
  • Relationship management and business development
  • Client-facing role
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit for prospecting
  • High value sales experience
  • Collaborative and independent work style
  • Mentorship and assistance to others

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter