Personal Financial Advisor

4 days ago


Laval, Quebec, Canada TD Full time

Wealth Management at TD Wealth

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TD Wealth takes a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice, solutions, and service to clients. As a Financial Planner, you will be part of a team that is dedicated to helping clients set and achieve their financial goals.

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We are seeking an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice. As a Financial Planner, you will assist clients in meeting their financial goals and objectives through relationship management, advice, and business development.

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  • 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 services.
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In addition, you will conduct reporting and relevant analysis using results to draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies, and practices. You will contribute to team and department goals while strengthening customer service and dedication.

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  • Required skills and qualifications include a financial planner diploma granted by the Institute of Financial Planning (IPF) prior to start date, Canadian Securities Course (CSC), or CFA Level 1 (or higher) required prior to start date, and 3 to 5 years of banking experience.
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We offer a comprehensive Total Rewards package that reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. We believe in the importance of colleague development and offer opportunities for growth and advancement within the organization.


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