Financial Planner

TD Bank; Boisbriand; On-site; CAD 63,000 - 77,000; Full time

Job summary

TD Bank Wealth Management is seeking an experienced Financial Planner to deliver personalized financial planning and advice to mass affluent clients in Laval, Quebec. You will help clients set and achieve financial goals while providing a high level of service and trust.

The role requires IPF certification, potential CIRO licensing, and 3–5 years of banking experience, with English/French bilingual capabilities to support diverse clients.

Qualifications

• Must have Financial planner diploma (IPF) before start date.
• Willingness to obtain RR licensing with CIRO if not licensed.
• 3–5 years of banking experience.
• Bilingualism (English and French) required to serve clients.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships through financial planning expertise.
• Conduct reporting and analysis to assess programs and practices and make recommendations.
• Contribute to team goals and strengthen customer service and dedication.
• Monitor service levels and implement continuous improvements.
• Stay informed about industry best practices and risks, providing mentorship as needed.
• Collaborate with the team to support a positive service-oriented environment.

Skills

Financial planning

Business development

Networking

Sales experience

Communication

Relationship building

Education

IPF Diploma

Job description

Work Location

Laval, Quebec, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

70 000 $/$70,000 - 70 000 $/$70,000 CAD

Commission Eligibility

This role is eligible for commission based earnings.

Compensation Commitment

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

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.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice?

Responsibilities

• 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
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
• Contribute to team and department goals while strengthening customer service and dedication
• Monitor service, productivity and assess efficiency and implement continuous improvements
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Participate fully as a member of the team, support a positive and service-oriented work environment

Required

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
• 3 to 5 years of banking experience
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice to have

• Deep understanding of the industry, competitive landscape and economic market issues
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Skills you will require

• Passion for financial planning and driven to help clients reach their financial & life goals
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
• You have excellent people and problem-solving skills that help you build and maintain client relationships
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

#LI-Wealth

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.