Financial Planner - Sainte-Eustache

TD Bank; Laval; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their team in Laval, Quebec. This exciting role involves helping clients achieve their financial goals through personalized advice and comprehensive financial planning. You will build long-term relationships with clients, conduct thorough analyses, and contribute to a high-performing team dedicated to exceptional customer service. With a commitment to professional development and a supportive work environment, this position offers a unique opportunity to grow your career in a leading financial institution. If you are passionate about financial planning and client success, this role is for you.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Career Development Opportunities

Banking Benefits and Discounts

Qualifications

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

Responsibilities

• Identify clients' financial goals and provide comprehensive reviews.
• Conduct analysis to make recommendations and assess program effectiveness.

Skills

Financial Planning

Relationship Management

Bilingualism (English and French)

Communication Skills

Analytical Skills

Education

Financial Planner Diploma

Canadian Securities Course (CSC)

CFA Level 1

Job description

Financial Planner - Sainte-Eustache

Financial Planner - Sainte-Eustache

Apply remote type On Site locations Saint-Eustache, Québec Laval, Québec time type Full time posted on Posted Yesterday job requisition id R_1414194

Work Location: Laval, Quebec, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: 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.

Job Description:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

• Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency and implement continuous improvements.
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a member of the team, support a positive and service-oriented work environment.

Required:

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date.
• 3 to 5 years of banking experience.
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs.

Nice to have:

• CIRO license preferred (required within first 90 days in role).
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
• Complete Wealth Management Essentials (WME) within first 30 months in role.
• Deep understanding of the industry, competitive landscape and economic market issues.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

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. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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.

Training & Onboarding:
We will provide training and onboarding sessions to ensure that you’ve 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.

Language Requirement (Quebec only):
Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.