Financial Planner - Kirkland

TD Bank

Kirkland, Quebec, Canada
Base: $70,000 cad; variable: commission based earn...
Not specified
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
TD Bank is seeking a Financial Planner in Kirkland, Quebec, to provide personalized financial advice and solutions to clients. The role emphasizes relationship management, comprehensive financial planning, and business development, with a commitment to professional growth and a supportive culture

Job Summary

  • The role focuses on helping mass affluent clients set and achieve their financial goals through sophisticated wealth planning.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, and extensive career development programs.
  • Candidates will work within high-performing teams to deliver legendary customer experiences while adhering to strict risk management protocols.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Kirkland, Quebec, to provide personalized financial advice and solutions to clients. The role emphasizes relationship management, comprehensive financial planning, and business development, with a commitment to professional growth and a supportive culture.

Salary

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

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management skills
  • Business development and networking

Nice-to-have

  • Entrepreneurial spirit for prospecting
  • Mentorship and team collaboration
  • Deep industry and market understanding

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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