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Financial Planner

2 months ago

Gaspé, Quebec, Canada TD Bank Full time
Job Title: Financial Planner

We are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct financial needs assessments and develop personalized financial plans for clients
  • Provide ongoing financial planning and advice to clients, including investment and retirement planning
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice to clients
  • Collaborate with other team members to achieve business objectives and deliver exceptional client service
Requirements:
  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) 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
Preferred Qualifications:
  • 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
About TD Bank:

TD Bank is one of the world's leading global financial institutions, with a long history of innovation and customer service. We are committed to delivering legendary customer experiences and building a culture of excellence within our organization.

We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks. Our colleagues are our greatest asset, and we are committed to supporting their growth and development through regular leadership and development conversations, training programs, and mentorship opportunities.

If you are a motivated and customer-focused individual with a passion for financial planning and advice, we encourage you to apply for this exciting opportunity to join our team at TD Bank.