Financial Planner – Saint-eustache

TD Ameritrade

Saint-Eustache, Quebec, Canada
Base: $70,000 cad; variable: commission based earn...
Not specified (potentially hybrid or onsite)
Comprehensive financial planning expertise
Client relationship building and maintenance
Business development and networking skills
TD Ameritrade is seeking a Financial Planner in Saint-Eustache, Quebec, focused on providing personalized wealth management and financial planning services to clients. The role requires 3-5 years of banking experience, a financial planner diploma, and bilingual proficiency in English and French

Job Summary

  • The role involves providing sophisticated and holistic goals discovery approaches to wealth planning for mass affluent clients.
  • TD Wealth offers a culture where colleagues are challenged and rewarded with growth opportunities and skill development.
  • This position requires identifying client life goals, conducting comprehensive reviews, and building long-term relationships through personalized advice.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Planner in Saint-Eustache, Quebec, focused on providing personalized wealth management and financial planning services to clients. The role requires 3-5 years of banking experience, a financial planner diploma, and bilingual proficiency in English and French.

Salary

Base: $70,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, and banking discounts

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship building and maintenance
  • Business development and networking skills
  • Risk management and regulatory compliance
  • Bilingualism in English and French

Nice-to-have

  • Entrepreneurial spirit for external prospecting
  • Deep understanding of economic market issues
  • Strong communication and problem-solving skills
  • Experience in high value sales environments

Key Requirements

  • Financial planner diploma from IPF required prior to start
  • Willingness to obtain CIRO Registered Representative licensing
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required

Work Rights

Not specified

Tailored Resume

Cover Letter