TD Ameritrade is seeking a Financial Planner in Saint-Léonard, Quebec, to provide personalized financial advice to clients. The ideal candidate should possess relevant financial planning qualifications, experience in banking, and strong bilingual communication skills
Job Summary
This role involves identifying client life goals and providing comprehensive reviews to build long-term relationships through financial planning expertise.
TD Wealth offers a sophisticated approach to wealth planning with a focus on delivering personalized advice and legendary customer experiences.
The position includes eligibility for commission-based earnings alongside a base salary of $70,000 CAD and access to extensive career development programs.
Matching Summary
Match Score: 85
TD Ameritrade is seeking a Financial Planner in Saint-Léonard, Quebec, to provide personalized financial advice to clients. The ideal candidate should possess relevant financial planning qualifications, experience in banking, and strong bilingual communication skills.
Salary
Base: $70,000 - $70,000 CAD; Variable: Commission based earnings eligible; Benefits: Health, retirement, paid time off, and banking discounts included
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
Risk management and control culture
Bilingual English and French proficiency
Nice-to-have
Entrepreneurial spirit for prospecting
Mentorship and team leadership abilities
Deep understanding of economic market issues
Collaborative independent work style
Key Requirements
Financial planner diploma from IPF required prior to start
Canadian Securities Course or CFA Level 1 required prior to start
3 to 5 years of banking experience
CIRO license preferred (required within 90 days)
Complete Conduct & Practices Handbook within 90 days