Financial Planner - Sherbooke

The Toronto-Dominion Bank (Canada); Sherbrooke; In loco; CAD 63.000 - 77.000; Tempo pieno

Vantaggi offerti da questo lavoro

Commission eligible

Descrizione del lavoro

TD Bank Group in Sherbrooke, QC, is seeking a Financial Planner to help clients achieve their financial goals. You’ll learn client needs, analyze data, and provide sound guidance using TD Wealth tools and standards.

The role requires bilingual French/English communication, relevant IPF certification, and 3–5 years in banking or financial services. Some regulatory exams may be required, with strong emphasis on client relationships.

Competenze

• Bilingualism in French and English required to serve bilingual clients.
• Experience in financial services or banking recommended.
• Knowledge of Canadian investment regulations advised.

Mansioni

• Know clients and understand their financial goals, guiding them step by step.
• Use data and technology tools to perform reviews and provide informed advice.
• Collaborate with the team to achieve common financial targets and deliver exceptional client experience.
• Identify opportunities to improve productivity and client service; stay current with industry trends.

Conoscenze

Bilingualism (Fr/En)

Formazione

IPF Financial Planner Certification

Descrizione del lavoro

Work Location: Sherbrooke, 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.

Job Description: Joignez-vous à notre équipe comme planificateur financier ou planificatrice financière Faites une différence, bâtissez votre avenir et contribuez à la réussite des autres Vous êtes prêts à lancer votre carrière et à avoir un véritable impact? Joignez-vous à nous à titre de planificateur financier ou de planificatrice financière et accompagnez une clientèle ambitieuse et motivée dans l’atteinte de ses objectifs. Si vous aimez créer des liens, souhaitez être à l’avant-garde de la planification financière et avez à cœur d’aider les autres à progresser, cette occasion pourrait être pour vous! Votre rôle Apprendre à connaître vos clients – comprendre ce qui compte le plus pour eux et ce qu’ils souhaitent pour leur avenir – et les accompagner à chaque étape de leur parcours. Utiliser les données et les outils technologiques pour réaliser des examens approfondis, analyser les résultats et fournir des conseils éclairés qui font toute la différence. Collaborer étroitement avec votre équipe pour atteindre des objectifs communs, échanger des idées et offrir une expérience client exceptionnelle. Trouver de nouvelles façons d’améliorer la productivité et les méthodes de travail. Vos idées auront un réel impact! Vous tenir à jour quant aux tendances et aux pratiques gagnantes du secteur afin de maintenir vos connaissances à la fine pointe. Soutenir vos collègues, partager votre expertise et contribuer à un environnement de travail collaboratif et bienveillant. Garder la gestion des risques au cœur de vos actions afin de protéger les clients et l’entreprise. Participer activement à une culture d’équipe positive et axée sur le service.

Ce que nous recherchons

• Diplôme de planificateur financier délivré par l’Institut de planification financière (IPF), exigé avant l’entrée en fonction
• Bilinguisme (français et anglais) requis afin de servir notre clientèle anglophone au sein de la collectivité
• Baccalauréat (un atout)
• De 3 à 5 ans d’expérience dans le secteur bancaire ou des services financiers, de préférence, particulièrement si vous savez établir des relations et présenter des conseils de placement judicieux
• Réussite de l’Examen réglementaire canadien sur les investissements (ERCI) exigée avant votre date d’entrée en fonction
• Volonté de s’inscrire auprès de l’Organisme canadien de réglementation des investissements (OCRI), si ce n’est pas déjà fait

Ce qui vous distingue

• Un réel désir d’aider les autres à atteindre leurs objectifs financiers et personnels.
• Un esprit entrepreneurial et un intérêt pour le réseautage, le développement des affaires et la conclusion d’ententes
• Une bonne connaissance du secteur, des tendances du marché et de l’évolution de la réglementation
• D’excellentes habiletés relationnelles, un grand sens de la résolution de problèmes et une capacité à établir des relations durables
• De solides aptitudes en communication, une grande capacité à travailler de façon autonome ou en équipe et un réel désir de soutenir les autres et de créer des liens

Vous souhaitez bâtir votre avenir tout en aidant les autres à réussir?

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. Learn more

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. If you’re 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 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.

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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.

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. That’s 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. It’s 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. Learn more: Canada | US | Europe & Asia Pacific