Financial Planner – Terrebonne

TD Bank

Terrebonne, Quebec, Canada
Base: $70,000 - $70,000 cad; bonus/equity: eligibl...
Holistic goals discovery approach
Relationship management and business development
Client-focused financial advice
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 role focuses on relationship management, advice, and business development, identifying client goals, conducting reviews, and building long-term relationships.
  • TD is committed to providing fair and equitable compensation, growth opportunities, skill development, and a competitive Total Rewards package.

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-focused financial advice
  • Risk management and control
  • Mass affluent investing clients

Nice-to-have

  • Entrepreneurial spirit for networking
  • Deep industry knowledge
  • Collaborative and independent work
  • Problem-solving skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter