Financial Planner - Dorval

TD; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Montreal. This role involves providing personalized financial planning and advice to clients, helping them achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, you'll be part of a team that values collaboration and continuous improvement. The organization is committed to your professional development, offering mentorship and training opportunities. If you have a passion for financial planning and client success, this position is perfect for you.

Benefits

Comprehensive Total Rewards Package

Mentorship Programs

Training Programs

Health Benefits

Recognition Programs

Qualifications

• 3-5 years of banking experience required.
• Bilingual in English and French to serve diverse clients.

Responsibilities

• Identify client goals and build long-term relationships.
• Conduct reporting, analysis, and make recommendations.
• Monitor service delivery and implement improvements.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Problem-Solving Skills

Networking

Education

Financial Planner Diploma

Canadian Securities Course (CSC)

CFA Level 1

Job description

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Work Location:
Montréal, Quebec, Canada
Hours
37.5
Line Of Business
TD Wealth
Pay Details
0 $/$0 - 0 $/$0 CAD
This role is eligible for commission-based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies allow colleagues to progress through the salary range over time as they advance in their roles. The actual offered base pay may vary based on skills, experience, knowledge, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss openly with your recruiter for specific details.

Job Description
TD Wealth adopts a sophisticated, holistic approach to wealth planning and protection, providing personalized advice, solutions, and services to clients.

The Financial Planning team focuses on helping clients achieve their financial goals while delivering excellent customer service, building long-term relationships, and offering professional, personalized solutions.

We have a strong leadership history in wealth management and are poised for future growth. Join us to be challenged, rewarded, and engaged.

Are you an experienced professional skilled at providing comprehensive financial planning and advice to mass affluent clients? If yes, apply now to help clients meet their financial objectives.

Your responsibilities will include:

• Identifying client goals, conducting reviews, and building long-term relationships through expertise and ongoing service
• Conducting reporting and analysis, making recommendations, and assessing program effectiveness
• Contributing to team goals, enhancing customer service, and maintaining dedication
• Monitoring service delivery, productivity, and implementing improvements
• Staying informed of industry best practices and emerging trends
• Applying expertise, mentoring others, and providing guidance
• Maintaining a culture of risk management and control
• Participating actively as a team member and supporting a positive work environment

Required Qualifications

• Financial planner diploma from the Institute of Financial Planning (IPF) before start date
• Canadian Securities Course (CSC) or CFA Level 1 or higher before start date
• 3 to 5 years banking experience
• Bilingual in English and French to serve diverse clients

Nice To Have

• CIRO license (required within 90 days)
• Complete Conduct & Practices Handbook (CPH) within 90 days
• Complete Wealth Management Essentials (WME) within 30 months
• Deep industry, market, and economic understanding
• Strong communication skills and ability to work collaboratively and independently

Skills Needed

• Passion for financial planning and client success
• Entrepreneurial spirit for business development and networking
• Industry, market, and regulatory knowledge
• Excellent relationship-building and problem-solving skills
• Strong communication and teamwork abilities

Join TD, a leading global financial institution, committed to delivering exceptional customer experiences and supporting your career growth through development, mentorship, and training programs. We offer a comprehensive Total Rewards package, including salary, benefits, and recognition programs. We welcome your application and look forward to supporting your career journey with us.