Financial Planner

Financial Planner - Kirkland Work Location: Kirkland, Quebec, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay: 0 $/$0 - 0 $/$0 CAD (commission‑based earnings). This role is eligible for commission based earnings and TD is committed to providing fair and equitable compensation opportunities to all colleagues. Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award‑winning, high‑performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you’ll be busy, but never bored. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. Responsibilities Identify your client’s life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices Contribute to team and department goals while strengthening customer service and dedication Monitor service, productivity and assess efficiency and implement continuous improvements Be knowledgeable of best practices and procedures and stay ahead of emerging trends Acquire and apply expertise, provide mentorship, assistance and direction to others Maintain a culture of risk management and control, supported by aligned risk appetite Participate fully as a member of the team, support a positive and service‑oriented work environment Required Qualifications Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date Canadian Securities Course (CSC) or CFA Level 1 (or higher) 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 Nice to Have CIRO license preferred (required within the first 90 days in role) Complete Conduct & Practices Handbook (CPH) within the first 90 days in role Complete Wealth Management Essentials (WME) within the 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 Skills You Will Require Passion for financial planning and driven to help clients reach their financial & life goals Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment You have excellent people and problem‑solving skills that help you build and maintain client relationships Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. 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 wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs. 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. We look forward to hearing from you #J-18808-Ljbffr