Financial Planner - Westmount

TD Bank

Montréal, Quebec, Canada
Base: $70,000 cad; variable: commission based earn...
Not specified (assumed to be hybrid or onsite given the location).
Comprehensive financial planning expertise
Mass affluent investing client focus
Business development and networking
TD Bank is seeking a Financial Planner for its Montréal office, focused on providing personalized financial advice to clients while fostering long-term relationships. The role requires a strong background in financial planning, banking experience, and bilingual proficiency in English and French

Job Summary

  • This role focuses on providing sophisticated, holistic goals discovery approaches to help clients achieve their financial objectives through personalized advice.
  • The position requires building long-term relationships with mass affluent clients while actively prospecting for new business opportunities through networking.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner for its Montréal office, focused on providing personalized financial advice to clients while fostering long-term relationships. The role requires a strong background in financial planning, banking experience, and bilingual proficiency in English and French.

Salary

Base: $70,000 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Mass affluent investing client focus
  • Business development and networking
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit for external growth
  • Mentorship and team collaboration skills
  • Deep understanding of economic market issues

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
  • Bilingualism in English and French required
  • CIRO license preferred (required within 90 days)

Work Rights

Not specified

Tailored Resume

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