Financial Planner - Sainte-Eustache

TD; Saint-Eustache; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner in Sainte-Eustache to provide personalized advice and solutions to clients. This role emphasizes building long-term relationships while delivering exceptional customer service. You will contribute to team goals, mentor colleagues, and stay informed of industry trends. Join a company that values diversity and offers growth opportunities through training and mentorship. If you are passionate about helping clients achieve their financial objectives, this is the perfect opportunity for you.

Qualifications

• 3-5 years of banking experience required.
• Strong communication skills and industry knowledge are essential.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Perform reporting and analysis to inform recommendations.

Skills

Financial Planning

Customer Service

Bilingual (English and French)

Mentorship

Education

Financial Planner Diploma

Canadian Securities Course (CSC)

CFA Level 1

Job description

Join to apply for the Financial Planner - Sainte-Eustache role at TD

Work Location:

Laval, 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.

Job Description

TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to wealth planning and protection. Our Financial Planning team focuses on helping clients achieve their financial goals while delivering excellent customer service, building long-term relationships, and maintaining high-performing teams.

Responsibilities include:

• Identifying clients' financial and life goals, conducting reviews, and building long-term relationships.
• Performing reporting and analysis to inform recommendations and assess program effectiveness.
• Contributing to team and department goals, enhancing customer service, and improving efficiency.
• Staying informed of industry best practices and emerging trends.
• Providing mentorship and guidance to colleagues.
• Maintaining a culture of risk management and participating fully as a team member.

Minimum Requirements

• Financial planner diploma from the Institute of Financial Planning (IPF).
• Canadian Securities Course (CSC) or CFA Level 1 or higher.
• 3 to 5 years of banking experience.
• Bilingual in English and French.

Preferred Qualifications

• CIRO license (required within 90 days).
• Completion of Conduct & Practices Handbook (CPH).
• Completion of Wealth Management Essentials (WME).
• Strong industry knowledge and communication skills.

Additional Information

TD is committed to fair compensation, growth opportunities, and supporting colleagues' development through training, mentorship, and benefits. We value diversity and are dedicated to providing an accessible hiring process.