Financial Planner - West Island

TD Bank

Pointe Claire, Quebec, Canada
Base: $70,000; bonus/equity: commission based earn...
Relationship management and business development
Holistic goals discovery approach
Provide personalized advice and solutions
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.
  • 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.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.

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; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Relationship management and business development
  • Holistic goals discovery approach
  • Provide personalized advice and solutions
  • Client relationship building
  • Risk management and control

Nice-to-have

  • Entrepreneurial spirit for business development
  • High value sales experience
  • Collaborative and independent work style
  • Mentorship and assistance to others

Key Requirements

  • Financial planner diploma (IPF)
  • Canadian Securities Course (CSC) or CFA Level 1
  • 3 to 5 years of banking experience
  • Bilingualism (English and French)

Work Rights

Not specified

Tailored Resume

Cover Letter