Planificateur Financier - Sherbrooke

TD Bank

Magog, Canada
Base: $70,000; bonus/equity: commission based earn...
Client relationship management
Financial advisory services
Business development
TD Wealth offers highly personalized advice, solutions, and services through a sophisticated and exhaustive discovery approach to wealth planning and protection

Job Summary

  • TD Wealth offers highly personalized advice, solutions, and services through a sophisticated and exhaustive discovery approach to wealth planning and protection.
  • This role focuses on relationship management, advisory services, and business expansion, requiring you to determine client financial goals and build long-term relationships.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a competitive total rewards package.

Matching Summary

TD Wealth offers highly personalized advice, solutions, and services through a sophisticated and exhaustive discovery approach to wealth planning and protection.

Salary

Base: $70,000; Bonus/Equity: Commission based earnings eligible; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial advisory services
  • Business development
  • Wealth protection strategies
  • Customer service excellence

Nice-to-have

  • Mentorship and guidance
  • Positive work environment
  • Adaptability to market trends
  • Risk management culture

Key Requirements

  • Financial Planner designation from FPSB
  • Canadian Securities Course (CSC) or CFA 1
  • 3-5 years banking experience

Work Rights

Not specified

Tailored Resume

Cover Letter