Financial Planner - Hull/gatineau

TD Bank

Hull, Quebec, Canada
Base: 70,000 cad; bonus/equity: eligible for commi...
Comprehensive financial planning
Relationship management expertise
Business development skills
TD Wealth provides highly personalized advice, solutions, and service to clients through a holistic goals discovery approach

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a holistic goals discovery approach.
  • The role focuses on relationship management, advice, and business development to help clients achieve their financial goals.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health and well-being benefits, and career development opportunities.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Comprehensive financial planning
  • Relationship management expertise
  • Business development skills
  • Client goal identification
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit
  • Networking for business development
  • High value sales experience
  • Collaborative and independent work
  • Positive service-oriented environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter