Financial Planner: Build Wealth & Impact (Commission)

TD; Montreal; Vor Ort; CAD 63.000 - 77.000; Vollzeit

Benefits dieser Stelle

Commission-based earnings

Zusammenfassung

TD Wealth in Montréal, QC is seeking a Financial Planner to work with driven clients, helping them achieve goals through thoughtful financial planning and advisory services. The role emphasizes building relationships, leveraging data, and staying current with industry trends in a collaborative team environment.

The position requires an IPF diploma, bilingual English/French, and regulatory exam readiness (CIRE/CIRO). TD highlights growth opportunities and a comprehensive rewards package.

Qualifikationen

• IPF diploma is required before start date.
• Bilingual English and French required to serve clients in the community.
• CIRE certification required before start date; willingness to register with CIRO.

Aufgaben

• Get to know clients and understand their goals, then guide them step by step.
• Use data and tools to analyze results and provide informed advice.
• Collaborate with team to exceed goals and deliver outstanding client experiences.
• Identify ways to boost productivity and improve processes; contribute ideas.
• Stay updated on financial trends and best practices to keep skills sharp.

Kenntnisse

Client relationship management

Financial planning

Communication

Bilingual EN/FR

Ausbildung

IPF diploma in Financial Planning

Bachelor’s degree (preferred)

Jobbeschreibung

TD Wealth in Montréal, QC is seeking a Financial Planner to work with driven clients, helping them achieve goals through thoughtful financial planning and advisory services. The role emphasizes building relationships, leveraging data, and staying current with industry trends in a collaborative team environment.

The position requires an IPF diploma, bilingual English/French, and regulatory exam readiness (CIRE/CIRO). TD highlights growth opportunities and a comprehensive rewards package.