Financial Planner - Gatineau

TD; Outaouais; On-site; CAD 59,500 - 80,500; Full time

Job summary

TD Wealth in Gatineau, Quebec, is seeking a Financial Planner to identify clients' life and financial goals, conduct comprehensive reviews and build long‑term relationships through planning expertise and personalized service. The role focuses on reporting, analysis, risk management, collaboration and continuous improvement, with bilingual English/French capabilities and a path toward CIRO licensing.

The position carries a salary of CAD 70,000 per year with commission‑based earnings and a

Qualifications

• IPF diploma required prior to start date.
• Willingness to obtain CIRO Registered Representative licensing if not licensed.
• 3 to 5 years of banking experience.
• Bilingual English and French required to serve clients.

Responsibilities

• Identify clients' 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 assess 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 and direction to others.
• Maintain a culture of risk management and control, supported by risk appetite.
• Participate fully as a member of the team, support a positive and service‑oriented work environment.

Skills

Financial planning

Client relationships

Communication

Problem solving

Education

IPF diploma

Job description

Work Location

Gatineau, Quebec, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Pay Details

$70,000 CAD per year. This role is eligible for commission‑based earnings.

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.

The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving business success, new business and client loyalty.

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

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
• 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

• 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.

Skills You Will Require

• Passion for financial planning and driven to help clients reach their financial & life goals.
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• Excellent people and problem‑solving skills that help you build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.