Wealth Planner | Commission-Eligible & Client-Cocused

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

Job summary

TD Bank Group’s Wealth division is seeking a dedicated financial professional in Chicoutimi, QC. You will guide clients toward their future goals, using data and tech tools to deliver informed, thoughtful investment advice and exceptional service.

Collaborate with a tight-knit team to meet ambitious goals, continuously improve processes, and stay current with industry trends and regulations while managing risk for both clients and the firm.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship building

Financial advisory

Bilingual English/French

Communication

Education

IPF Financial planner diploma

Bachelor's degree

Job description

TD Bank Group’s Wealth division is seeking a dedicated financial professional in Chicoutimi, QC. You will guide clients toward their future goals, using data and tech tools to deliver informed, thoughtful investment advice and exceptional service.

Collaborate with a tight-knit team to meet ambitious goals, continuously improve processes, and stay current with industry trends and regulations while managing risk for both clients and the firm.