Financial Planner – Terrebonne

TD Bank

Terrebonne, Quebec, Canada
Base: $70,000; bonus/equity: commission based earn...
Comprehensive financial planning
Relationship building expertise
Client goal identification
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • The role involves identifying client goals, conducting comprehensive reviews, building long-term relationships, and contributing to team and department objectives.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for colleagues.

Matching Summary

TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.

Salary

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

Skills & Requirements

Must-have

  • Comprehensive financial planning
  • Relationship building expertise
  • Client goal identification
  • Reporting and analysis skills
  • Risk management culture

Nice-to-have

  • Industry and market knowledge
  • Collaborative and independent work
  • Networking for business development

Key Requirements

  • Financial planner diploma required
  • Registered Representative (RR) licensing willingness
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required

Work Rights

Not specified

Tailored Resume

Cover Letter