Financial Planner - Saint-Laurent, MTL

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

Job summary

TD Bank Group is seeking a Financial Planner in Pointe-Claire, Quebec to serve clients onsite with English and French proficiency. The role emphasizes relationship-building, investment guidance, and staying current with financial trends.

You will work with a team at TD Wealth, providing tailored financial strategies and maintaining strong client relationships while ensuring compliance and risk controls.

Qualifications

• Financial planner diploma (IPF) required before start date.
• Bilingual (English & French) required.
• Bachelor’s degree is a plus.
• 3–5 years in banking or financial services preferred, especially client relationships and investment advice.
• CIRO/IIROC readiness: Canadian Investment Regulatory Organization registration anticipated.

Responsibilities

• Get to know clients and understand their goals to guide them.
• Use data and tools to analyze results and provide informed advice.
• Work with teammates to meet goals and deliver a great client experience.
• Look for ways to boost productivity and improve processes.
• Stay up to date with financial trends and best practices.

Education

IPF Financial Planner Diploma

Bachelor’s degree (advantageous)

Job description

## Financial Planner - Saint-Laurent, MTLApply: Onsite: Pointe Claire, Québec: Full time: Posted Today: R\\_1519677**Work Location:**Pointe Claire, Quebec, Canada**Hours:**37.5**Line of Business:**TD Wealth**Pay Details:**70 000 $/$70,000 - 70 000 $/$70,000 CADThis 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.**Job Description:****Join Our Team as a Financial Planner**Make an Impact, Build Your Future, and Help Others SucceedReady to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!**What You'll Do*** Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.* Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.* Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.* Find new ways to boost productivity and improve the way we work—your ideas matter here!* Stay up to date with the latest financial trends and best practices to keep your skills sharp.* Help out your teammates, share your insights, and be part of a supportive, collaborative environment.* Always keep risk management top of mind to protect clients and the company.* Be an active, valued member of our positive, service-focused team culture.**What We're Looking For*** Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date* Bilingualism (English and French) required to serve our clients in the community with English-speaking needs* Bachelor’s degree is a plus* 3–5 years in banking or financial services preferred—especially if you know how to build relationships and offer smart investment advice* Canadian Investment Regulatory Exam (CIRE) required prior to your start date* Ready to get registered with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already**What Makes You Stand Out*** You genuinely care about helping others reach their financial and life goals* You’re entrepreneurial—love networking, building business, and closing deals* You know what’s happening in the industry and can keep up with trends and regulations* You’re a people person with top-notch problem-solving skills and can build lasting relationships* You communicate clearly, work well in a team or solo, and you’re always there to support and connect with othersWant to shape your own future while helping others succeed? Apply now—your journey starts here!#LI-Wealth