Financial Planner - Aylmer

TD; Gatineau; Sur place; CAD 63 000 - 77 000; Plein temps

Résumé du poste

TD in Gatineau, Quebec, is seeking a Financial Planner to offer personalized advice and solutions. You will help clients identify their financial goals and build lasting relationships. The role requires a diploma in financial planning and is suited for those with 3-5 years in banking.

The position emphasizes client satisfaction, mentorship, and continuous improvement. A salary of $70,000 CAD per year is offered, along with commission potential.

Qualifications

• 3 to 5 years of banking experience.
• Willingness to obtain Registered Representative (RR) licensing.
• Deep understanding of industry trends.

Responsabilités

• Identify clients' life and financial goals.
• Conduct reporting and analysis on program effectiveness.
• Contribute to team goals and enhance customer service.
• Monitor service productivity and implement improvements.
• Provide mentorship and assistance.

Connaissances

Financial planning expertise

Bilingual (English and French)

Communication skills

Problem-solving skills

Formation

Diploma in financial planning from the Institute of Financial Planning (IPF)

Description du poste

Job Location

Hull, Quebec, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Pay Details

Base salary of $70,000 CAD per year. Eligible for commission-based earnings.

Job Description

TD Wealth takes a sophisticated approach to wealth planning and protection, delivering personalized advice and solutions to clients. The Financial Planning team focuses on relationship management, advice, and business development to support clients in meeting their financial goals.

Responsibilities

• Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
• Conduct reporting and analysis, drawing conclusions and making recommendations to continuously assess program effectiveness.
• Contribute to team and department goals while enhancing customer service and dedication.
• Monitor service productivity, assess efficiency, and implement continuous improvements.
• Remain knowledgeable of best practices and stay ahead of emerging trends.
• Provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, aligned with risk appetite.

Required Qualifications

• Diploma in financial planning from 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 in English and French required to serve clients.

Nice to Have

• Deep understanding of industry trends, competitive landscape, and economic market issues.
• Strong communication skills, ability to work collaboratively and independently, and build relationships.

Skills You Will Require

• Passion for financial planning and dedication to helping clients reach life and financial goals.
• Entrepreneurial spirit and experience in prospecting external business development opportunities through networking.
• Excellent people and problem‑solving skills for building and maintaining client relationships.
• Strong communication skills, ability to work collaboratively and independently.

Language Requirement (Quebec Only)

Sans Objet

Additional Information

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own set of regulations and requirements.