Not specified (assumed to be in-office given the location)
Comprehensive financial planning
Relationship building expertise
Business development skills
TD Bank is seeking a Financial Planner in Pointe Claire, Quebec, to provide personalized financial planning and advice to clients with a focus on relationship management and business development. The role requires relevant qualifications, including a financial planner diploma, bilingualism, and 3 to 5 years of banking experience, while offering a competitive salary and opportunities for professional growth
Job Summary
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
With a focus on relationship management, advice and business development, you will identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
Growth opportunities and skill development are defining features of the colleague experience at TD.
Matching Summary
Match Score: 85
TD Bank is seeking a Financial Planner in Pointe Claire, Quebec, to provide personalized financial planning and advice to clients with a focus on relationship management and business development. The role requires relevant qualifications, including a financial planner diploma, bilingualism, and 3 to 5 years of banking experience, while offering a competitive salary and opportunities for professional growth.
Salary
Base: $70,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Comprehensive financial planning
Relationship building expertise
Business development skills
Client goal identification
Risk management culture
Nice-to-have
Entrepreneurial spirit
High value sales experience
Industry and market knowledge
Key Requirements
Financial planner diploma required
Canadian Securities Course or CFA Level 1 required