Financial Planner - Town of Mount Royal

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

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Job summary

TD Bank Group in Montreal is seeking a Financial Planner to help clients reach their financial goals. You will work with driven clients, using data and advisory tools to provide smart investment guidance and build lasting relationships.

Requirements include a Financial Planner diploma from IPF, bilingual French/English, 3–5 years in banking, and CIRO/CIRO readiness. This full-time role offers growth within TD Wealth.

Qualifications

• IPF Financial Planner diploma required before start date.
• Bilingual English and French required to serve clients in the community.
• 3–5 years in banking or financial services preferred, especially in relationship-building and investment advice.
• Canadian Investment Regulatory Exam (CIRE) required before start date.
• Be ready to register with Canadian Investment Regulatory Organization (CIRO) if not already.

Responsibilities

• Get to know clients and guide them to achieve their future goals.
• Use data and tools to analyze results and give smart advice.
• Collaborate with teammates to exceed goals and create a great client experience.
• Stay updated on financial trends and best practices to keep skills sharp.
• Help teammates and contribute to a supportive, collaborative environment.

Skills

Financial planning

Client service

Bilingual English/French

Education

IPF Financial planner diploma

Job description

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

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 Title: Financial Planner

Join Our Team as a Financial Planner Make an Impact, Build Your Future, and Help Others Succeed Ready 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 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.

Total Rewards Package

• Base salary


• Variable compensation


• Health and well-being benefits


• Savings and retirement programs


• Paid time off


• Banking benefits and discounts


• Career development


• 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.

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