Financial Planner

Join to apply for the Financial Planner - Downtown role at TD Securities 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Work Location:Montréal, Quebec, CanadaHours37.5Line Of BusinessTD WealthPay Details0 $/$0 - 0 $/$0 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues…As a candidate, you are encouraged to ask compensation related questions…Job DescriptionTD Wealth takes a sophisticated and holistic goals discovery approach… Financial Planning team understands that helping clients set and achieve their financial goals… We have a long and growing history in wealth management leadership… 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. With a focus on relationship management, advice and business development, you will:Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe knowledgeable of best practices and procedures and stay ahead of emerging trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environment RequiredFinancial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start dateCanadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date3 to 5 years of banking experienceBilingualism (English and French) required to serve our clients in the community with English-speaking needs Nice To HaveCIRO license preferred (required within first 90 days in role)Complete Conduct & Practices Handbook (CPH) within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months in roleDeep understanding of the industry, competitive landscape and economic market issuesStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Skills You Will RequirePassion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industry, competitive landscape, economic market issues, and the regulatory environmentYou have excellent people and problem-solving skills that help you build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Who We AreTD is one of the world's leading global financial institutions… Our Total Rewards PackageOur Total Rewards package reflects the investments we make… Additional InformationWe’re delighted that you’re considering building a career with TD… Colleague DevelopmentIf you’re interested in a specific career path… Training & OnboardingWe will provide training and onboarding sessions… Interview ProcessWe’ll reach out to candidates of interest to schedule an interview… AccommodationYour accessibility is important to us… We look forward to hearing from you Language Requirement (Quebec Only)Sans Objet Seniority level Mid-Senior level Employment type Full-time Job function Finance and SalesInvestment Banking Referrals increase your chances of interviewing at TD Securities by 2x Get notified about new Financial Planner jobs in Montreal, Quebec, Canada. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr