Financial Planner - Rouyn, Qc

TD Bank Group; Quebec; On-site; CAD 63,000 - 77,000; Full time

Job summary

TD Bank Group in Rouyn, Quebec is seeking a Financial Planner to empower mass affluent clients through holistic financial planning and tailored investment advice. You will focus on building strong client relationships, delivering expert guidance, and driving business growth.

The role emphasizes data-driven reviews, collaboration with the team, and ongoing development while pursuing required licensing and staying current with industry trends.

Qualifications

• Financial planner diploma granted by IPF is required prior to start date.
• 3-5 years of experience in banking services with a track record of managing client relationships and providing tailored investment advice.
• Willingness to obtain Registered Representative (RR) licensing with IIROC (CIRO) if not licensed.
• Strong knowledge of financial planning processes, products, and regulatory requirements.

Responsibilities

• Partner with clients to understand life and financial objectives and build long-term relationships.
• Deliver expert financial planning advice and investment recommendations.
• Drive business growth by expanding client relationships and cross-selling appropriate solutions.
• Collaborate with team to enhance client experience and service excellence.
• Maintain strong risk management and compliance in all client interactions.

Skills

Financial planning

Client relationship management

Sales

Regulatory knowledge

Communication skills

Education

IPF diploma in Financial Planning

Job description

Work Location: Rouyn, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 70 000 $/$70,000 - 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.

Join Our Team as a Financial Planner

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations. In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth.

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
• Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engaging fully as a valued team member and contributing to a positive, service-oriented workplace

What We’re Looking For

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
• 3-5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed

Key Skills That Set You Apart

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals
• An entrepreneurial mindset with experience in business development, networking, and high-value sales
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
• Exceptional interpersonal and problem-solving abilities for building lasting client relationships
• Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

Additional Information:

We’re delighted that you’re considering building a career with TD.

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 youre interested in a specific career path or are looking to build certain skills, we want to help you succeed. Youll 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.

If youre passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve 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): Ce poste n'exige pas la maîtrise d'une langue autre que le francais.

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Our Values

At TD we re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities - TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. Thats why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. Its our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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