Financial Planner | Holistic Wealth & Commission Eligible

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

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Career development

Recognition programs

Job summary

TD Wealth in Rouyn-Noranda is seeking a Financial Planner to empower mass affluent clients through holistic planning and tailored investment advice. You will build lasting relationships, present data-driven recommendations, and guide clients toward their financial goals.

The role emphasizes collaboration, risk management, and continuous improvement while offering a comprehensive rewards package and opportunities for professional licensing advancement within TD.

Qualifications

• Financial planner diploma required prior to start date.
• 3–5 years of experience in banking services with client relationships and tailored investment advice preferred.
• Willingness to obtain CIRO RR licensing if not licensed.

Responsibilities

• Partner with clients to understand life and financial objectives and conduct in-depth reviews.
• Use data-driven insights to analyze results and develop recommendations.
• Collaborate with team to achieve objectives and improve client experience.
• Monitor productivity, identify efficiency improvements, and drive continuous improvement initiatives.
• Stay informed on industry best practices and regulatory changes.
• Share expertise by mentoring colleagues and promoting teamwork.
• Uphold a strong culture of risk management and controls.
• Be an active, service-oriented team member.

Skills

Client relationships

Business development

Regulatory knowledge

Interpersonal skills

Communication skills

Education

Financial planner diploma (IPF)

Job description

TD Wealth in Rouyn-Noranda is seeking a Financial Planner to empower mass affluent clients through holistic planning and tailored investment advice. You will build lasting relationships, present data-driven recommendations, and guide clients toward their financial goals.

The role emphasizes collaboration, risk management, and continuous improvement while offering a comprehensive rewards package and opportunities for professional licensing advancement within TD.