Financial Planner — Commission + Bilingual (Montréal)

TD; Montreal; Presencial; CAD 63 000 - 77 000; Tempo integral

Resumo da oferta

TD Wealth is seeking a Financial Planner in Montréal, QC, Canada to help clients reach their goals with personalized financial planning. The role emphasizes risk management, teamwork, and leveraging data and tools to provide smart advice.

What makes you stand out: a IPF diploma, bilingual English/French, CIRO/CIRE credentials, and 3–5 years in banking or financial services. This position is based on-site with a base salary around CAD 70,000 plus commission.

Qualificações

• Bilingual English and French required to serve clients in the community.

Responsabilidades

• Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
• Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
• Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
• Find new ways to boost productivity and improve the way we work—your ideas matter here!
• Stay up to date with the latest financial trends and best practices to keep your skills sharp.
• Help out your teammates, share your insights, and be part of a supportive, collaborative environment.
• Always keep risk management top of mind to protect clients and the company.
• Be an active, valued member of our positive, service-focused team culture.

Conhecimentos

Bilingual English/French

3-5 years banking experience

Formação académica

Financial planner IPF diploma

Bachelor’s degree (advantageous)

CIRE exam

CIRO registration

Descrição da oferta de emprego

TD Wealth is seeking a Financial Planner in Montréal, QC, Canada to help clients reach their goals with personalized financial planning. The role emphasizes risk management, teamwork, and leveraging data and tools to provide smart advice.

What makes you stand out: a IPF diploma, bilingual English/French, CIRO/CIRE credentials, and 3–5 years in banking or financial services. This position is based on-site with a base salary around CAD 70,000 plus commission.