Financial Planner – Terrebonne

TD

Terrebonne, Quebec, Canada
Base: 70,000 cad; bonus/equity: commission based e...
Comprehensive financial planning expertise
Relationship management and client service
Bilingualism in english and french
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

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.
  • The role involves identifying clients' life and financial goals, conducting reviews, building long-term relationships, and contributing to team goals while strengthening customer service.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development opportunities.

Matching 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.

Salary

Base: 70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Relationship management and client service
  • Bilingualism in English and French
  • Business development and prospecting skills
  • Risk management and control culture

Nice-to-have

  • Strong communication skills
  • Ability to work collaboratively and independently
  • Entrepreneurial spirit
  • Mentorship and team support
  • Knowledge of industry trends and regulatory environment

Key Requirements

  • Financial planner diploma from Institute of Financial Planning (IPF)
  • Willingness to obtain Registered Representative (RR) licensing with CIRO
  • 3 to 5 years of banking experience
  • Bilingualism in English and French

Work Rights

Not specified

Tailored Resume

Cover Letter