Financial Planner - Rdp

TD Bank

Montréal, Canada
Base: $70,000; bonus/equity: eligible for commissi...
Holistic goals discovery approach
Relationship management and business development
Client relationship building
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • The Financial Planning team focuses on helping clients set and achieve financial goals while delivering a legendary customer experience.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for colleagues.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Holistic goals discovery approach
  • Relationship management and business development
  • Client relationship building
  • Risk management and control
  • Continuous improvement initiatives

Nice-to-have

  • Entrepreneurial spirit
  • High value sales experience
  • Mentorship and assistance to others
  • Positive and service-oriented environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter