Financial Planner - Gaspé

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

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Job summary

TD is looking for a Financial Planner in Gaspé, Quebec to help clients set and achieve their financial goals. The role emphasizes relationship management and personalized advice in financial planning.

Ideal candidates will possess a Financial Planner Diploma and be bilingual in English and French, with a strong background in banking and client interaction.

The position offers competitive pay, growth opportunities, and a focus on the customer experience within a leading financial institution.

Qualifications

• 3 to 5 years of banking experience.
• CIRO license preferred.
• Complete Conduct & Practices Handbook (CPH) within first 90 days.

Responsibilities

• Identify client life and financial goals.
• Build long-term relationships through financial planning.
• Conduct reporting and relevant analysis.

Skills

Bilingualism (English and French)

Strong communication skills

Relationship management

Education

Financial planner diploma

Canadian Securities Course (CSC) or CFA Level 1

Job description

Overview

Work Location: Gaspé, Quebec, Canada
Hours: 37.5
Line Of Business: TD Wealth
Pay Details: 70 000 $/$70,000 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 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? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

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 Qualifications

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
• 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

• CIRO license preferred (required within first 90 days in role)
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• 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

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\'ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\'re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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!

Language Requirement (Quebec Only)

Sans Objet