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Financial Planner

2 months ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Conduct comprehensive financial planning and analysis to identify clients' financial goals and objectives
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing financial planning and advice to clients to ensure they remain on track to meet their objectives
  • Collaborate with other team members to ensure seamless delivery of financial planning services to clients
  • Stay up-to-date with industry trends and best practices to ensure clients receive the most effective financial planning solutions
Requirements
  • IQPF licensing required prior to start date
  • Canadian Securities Course (CSC) required
  • 3 to 5 years of banking experience
  • Proficiency in English and French
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
About TD Wealth

TD Wealth is a leading provider of wealth management services in Canada. We are committed to delivering exceptional client experiences and helping our clients achieve their financial goals.

We offer a comprehensive range of financial planning and investment services to individuals, families, and businesses. Our team of experienced financial planners and investment advisors work closely with clients to understand their unique financial needs and develop personalized plans to help them achieve their goals.

We are proud to be part of TD Bank Group, one of the largest and most respected financial institutions in North America.

What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits program. We also offer opportunities for professional development and career advancement.

We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. We believe that a diverse and inclusive workplace is essential to delivering exceptional client experiences and achieving our business objectives.

We are an equal opportunities employer and welcome applications from qualified candidates of all backgrounds.