Financial Planner - Montreal

TD; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading financial institution as a Financial Planner in Montreal. This role focuses on providing personalized financial advice to clients, enhancing customer service, and developing long-term relationships. Candidates should have a Financial Planner Diploma, bilingual skills, and relevant banking experience. Enjoy a supportive work environment with opportunities for growth and competitive rewards.

Benefits

Health Benefits

Retirement Plans

Paid Time Off

Banking Discounts

Career Development

Qualifications

• 3-5 years of banking experience required.
• Bilingual in French and English.

Responsibilities

• Determine clients' financial objectives and conduct assessments.
• Perform analyses and produce reports.
• Supervise service delivery and evaluate improvements.

Skills

Bilingual

Communication

Problem Solving

Entrepreneurial Mindset

Education

Financial Planner Diploma

Canadian Securities Course

Job description

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Work Location: Côte Saint-Luc, Quebec, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: 0 $/$0 - 0 $/$0 CAD. This role is eligible for commission-based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our policies allow colleagues to progress through salary ranges as they develop in their roles. Actual pay may vary based on skills, experience, knowledge, location, and organizational needs. Candidates are encouraged to discuss compensation openly with recruiters.

Job Description

TD Wealth adopts a sophisticated, goal-oriented approach to wealth planning, offering highly personalized advice, solutions, and services to clients.

The Financial Planning team recognizes that helping clients achieve their financial goals while delivering legendary customer service is key to our success, client acquisition, and retention. Our success relies on our deep understanding of clients, professional solutions, and high-performing teams.

We have extensive experience as a leader in wealth management and are always striving for new heights. You will be welcomed, challenged, and rewarded. Join us to stay engaged and grow your career.

If you are an experienced professional with broad expertise in providing planning and advisory services to affluent clients, apply today to help clients reach their financial goals.

Responsibilities

• Determine clients' financial objectives and lifestyle, conduct comprehensive assessments, and build long-term relationships through financial planning expertise, relationship management, and ongoing service.
• Perform relevant analyses, produce reports, draw conclusions, make recommendations, and continuously evaluate program, policy, and practice effectiveness.
• Contribute to team and service goals by enhancing customer service quality and demonstrating dedication.
• Supervise service delivery and productivity; evaluate and implement continuous improvements.
• Stay informed of best practices, procedures, and emerging trends.
• Develop specialized knowledge to mentor, assist, and guide colleagues.
• Maintain a risk management culture supported by a balanced risk appetite.
• Participate actively as a team member and promote a positive, service-oriented work environment.

Minimum Requirements

• Financial planner diploma from the Financial Planning Institute before start date.
• Successful completion of the Canadian Securities Course (CSC) or CFA Level 1 (or higher) before start date.
• Three to five years of banking experience.
• Bilingual in French and English to serve both French- and English-speaking clients.

Preferred Qualifications

• Ongoing accreditation with the OPC (or within 90 days of start).
• Completion of the Conduct Standards course within 90 days.
• Completion of the Wealth Management Fundamentals course within 30 months.
• Deep understanding of the industry, competition, regulations, and market issues.
• Excellent communication skills for teamwork, autonomous work, and client relations.

Required Skills

• Passion for financial planning and helping clients achieve their life and financial goals.
• Entrepreneurial mindset for prospecting and business development, with experience in high-value sales and growth.
• Thorough industry, market, and regulatory knowledge.
• Strong interpersonal and problem-solving skills for client relationship management.
• Excellent communication skills for collaborative and independent work, providing assistance, and building relationships.

About TD

TD is a leading global financial institution and the fifth-largest bank in North America. We serve over 27 million households and businesses, with more than 95,000 colleagues dedicated to enriching lives and delivering exceptional customer experiences.

We are committed to customer experience, innovation, and building capabilities for the future of banking. We support your growth through leadership, development, mentorship, and training, helping you realize your potential.

Total Rewards

Our Total Rewards include a competitive salary, variable compensation, health benefits, retirement plans, paid time off, banking discounts, career development, and recognition programs. Learn more about our packages.

Additional Information

We are committed to supporting your success through development, training, and benefits. Employment regulations may vary by province or territory.

Colleague Development & Training

We offer career planning, regular performance reviews, online learning, and mentoring to help you grow within TD.

Interview & Accommodations

We will contact shortlisted candidates for interviews and aim to communicate outcomes promptly. We provide accommodations to ensure accessibility during the process.

Language Requirement (Quebec)

Proficiency in a language other than French is required to support clients needing services in that language.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking