Financial Planner - Dorval

TD Bank Group; Montreal (administrative region); On-site; CAD 60,000 - 81,000; Full time

Job summary

TD Bank Group in Montréal, QC is seeking a Financial Planner to work with driven clients, helping them reach goals through smart investment advice and risk-aware planning. This on-site role requires regulatory exams and bilingual English-French communication.

You will build relationships, stay current with market trends, and collaborate with a team to deliver a service-focused experience. A IPF diploma and Canadian registration readiness are essential.

Qualifications

• Financial planner diploma granted by IPF required before start date.
• Bilingualism (English and French) required to serve clients.
• Canadian Investment Regulatory Exam (CIRE) required before start date; readiness to register with CIRO if not already.

Responsibilities

• Get to know clients and guide them toward their goals.
• Use data/tech tools to analyze results and provide smart investment advice.
• Collaborate with your team to achieve goals and deliver an excellent client experience.
• Identify ways to boost productivity and improve workflows while managing risk.
• Stay up to date with financial trends and best practices.

Skills

Bilingual English/French

Relationship building

Communication

Education

Financial planner diploma (IPF)

Bachelor's degree (plus)

Job description

## Financial Planner - DorvalApply: On Site: Montréal, Québec: Full time: Posted Today: End Date: October 10, 2026 (9 days left to apply): R\\_1511701**Work Location:**Montréal, Quebec, Canada**Hours:**37.5**Line of Business:**TD Wealth**Pay Details:**$70,000 - $70,000 CADThis 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 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:****Join Our Team as a Financial Planner**Make an Impact, Build Your Future, and Help Others SucceedReady to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!**What You'll Do*** 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.**What We're Looking For*** Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date* Bilingualism (English and French) required to serve our clients in the community with English-speaking needs* Bachelor’s degree is a plus* 3–5 years in banking or financial services preferred—especially if you know how to build relationships and offer smart investment advice* Canadian Investment Regulatory Exam (CIRE) required prior to your start date* Ready to get registered with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already**What Makes You Stand Out*** You genuinely care about helping others reach their financial and life goals* You’re entrepreneurial—love networking, building business, and closing deals* You know what’s happening in the industry and can keep up with trends and regulations* You’re a people person with top-notch problem-solving skills and can build lasting relationships* You communicate clearly, work well in a team or solo, and you’re always there to support and connect with othersWant to shape your own future while helping others succeed? Apply now—your journey starts here!#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.**Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more**Additional Information:** We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.**Colleague Development**If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.**Training & Onboarding** We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.**Interview Process** We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.**Accommodation** Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you!