Financial Planner - Gatineau

TD Bank

Gatineau, Quebec, Canada
Base: 70,000 cad; bonus/equity: eligible for commi...
Comprehensive financial planning
Relationship management
Business development
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.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

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 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial spirit
  • High value sales experience
  • Collaborative and independent work
  • Problem-solving skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter