Base: $70,000 cad; variable: commission based earn...
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Comprehensive financial planning expertise
Client relationship building and maintenance
Business development and sales prospecting
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TD Ameritrade is seeking a Financial Planner in Montréal who will provide comprehensive financial planning and advice to mass affluent clients, focusing on relationship management and business development. The position requires strong communication skills, a financial planner diploma, and bilingualism in English and French, with an emphasis on building long-term client relationships.
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Job Summary
The role involves providing sophisticated and holistic goals discovery approaches to help clients achieve their financial objectives.
TD offers a Total Rewards package including base salary, variable compensation, health benefits, and extensive career development programs.
Success in this position requires a passion for helping clients reach life goals while maintaining a culture of risk management.
Matching Summary
Match Score: 75
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TD Ameritrade is seeking a Financial Planner in Montréal who will provide comprehensive financial planning and advice to mass affluent clients, focusing on relationship management and business development. The position requires strong communication skills, a financial planner diploma, and bilingualism in English and French, with an emphasis on building long-term client relationships.
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Salary
Base: $70,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, and banking discounts
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Client relationship building and maintenance
Business development and sales prospecting
Risk management and regulatory compliance
Bilingual English and French communication
Nice-to-have
Entrepreneurial spirit for external business growth
Mentorship and team leadership capabilities
Deep understanding of competitive market landscape
Strong problem-solving and collaborative skills
Key Requirements
Financial planner diploma from Institute of Financial Planning (IPF)
Canadian Securities Course (CSC) or CFA Level 1 required