Financial Planner

2 days ago


Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.

Key Responsibilities
  • Conduct in-depth financial planning and analysis to identify clients' life and financial goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide ongoing financial planning and advice to clients, including regular reviews and updates
  • Collaborate with other team members to ensure seamless delivery of financial planning services
  • Stay up-to-date with industry trends and best practices to provide expert advice to clients
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 customer experiences and providing our clients with personalized financial planning and advice.

We offer a comprehensive benefits package, including health and wellness benefits, retirement savings plans, and opportunities for career development and advancement.

If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.


  • Financial Planner

    2 days ago


    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. 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 ResponsibilitiesConduct in-depth financial assessments to identify clients'...

  • Financial Planner

    2 days ago


    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. 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 ResponsibilitiesConduct in-depth financial assessments to identify clients'...

  • Financial Planner

    1 week ago


    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Identify client needs and...

  • Financial Planner

    1 week ago


    Québec, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Identify client needs and...


  • Québec, Quebec, Canada Scotiabank Full time

    **About the Role**We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.**Key Responsibilities**Conduct in-depth reviews for assigned clients, including...


  • Québec, Quebec, Canada Scotiabank Full time

    **About the Role**We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.**Key Responsibilities**Conduct in-depth reviews for assigned clients, including...


  • Québec, Quebec, Canada MD Financial Management Full time

    Join our esteemed organization as a Lead Financial Advisor, where you will be instrumental in delivering exceptional financial guidance to our clientele. Your contributions will be vital in fostering a client-centric environment, strengthening client connections, and utilizing extensive organizational resources to effectively address our clients' financial...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...


  • Québec, Quebec, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...


  • Québec, Quebec, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...


  • Québec, Quebec, Canada Scotiabank Full time

    Requisition ID: 201255Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest...


  • Québec, Quebec, Canada MD Financial Management Full time

    Is this position a fit for you? In this capacity, you will: Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources. Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This...

  • Financial Planner

    2 weeks ago


    Québec, Quebec, Canada beBee Professionals Full time

    Job Opportunity:Financial ConsultantAbout the Role:We are seeking a highly skilled Financial Consultant to join our team at beBee Professionals in Quebec City. As a Financial Consultant, you will be responsible for providing expert financial advice to clients, analyzing complex financial data, and developing comprehensive financial plans.Key...

  • Financial Planner

    1 week ago


    Québec, Quebec, Canada beBee Professionals Full time

    Job Opportunity:Financial ConsultantAbout the Role:We are seeking a highly skilled Financial Consultant to join our team at beBee Professionals in Quebec City. As a Financial Consultant, you will be responsible for providing expert financial advice to clients, analyzing complex financial data, and developing comprehensive financial plans.Key...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...


  • Québec, Quebec, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...

  • Financial Planner

    2 days ago


    Québec, Quebec, Canada Scotiabank Full time

    Join a dynamic team as an Investment & Personal Banking Specialist, Investment & Retirement Planning, where you'll drive success by building strong relationships with clients and exceeding sales goals. As a key member of the branch sales team, you'll be responsible for managing a portfolio of customers, establishing and deepening investment and primary...


  • Québec, Quebec, Canada Scotiabank Full time

    About the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Québec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...


  • Québec, Quebec, Canada Scotiabank Full time

    About the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Québec City. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...