Financial Planner

## Planificateur adjointPostulerremote type: Sur placelocations: Ottawa, Ontariotime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 13 juillet 2026 (Il reste 25 jours pour postuler)job requisition id: R\\_ Lieu de travail :Ottawa, Ontario, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$60,000
- $70,000 CAD### ### Ce poste est admissible à des revenus de commission.
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste
Join Our Team as a Financial PlannerAre you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:
* Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
* Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
* Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
* Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
* Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
* Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
* Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
* Engaging fully as a valued team member and contributing to a positive, service-oriented workplaceWhat We’re Looking For
* Bachelor’s degree preferred
* 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
* Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed
* Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
* CFP Eligibility

requirements:
University Degree OR meet one of the following: + Up to 10 years of qualifying work experience + Have been a QAFP professional in good standing for a minimum of 5 years at the time of applyingKey Skills That Set You Apart
* A genuine passion for financial planning and a drive to help clients realize their financial and life goals
* An entrepreneurial mindset with experience in business development, networking, and high-value sales
* A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
* Exceptional interpersonal and problem-solving abilities for building lasting client relationships
* Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with othersIf you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.#LI-Wealth

À propos
de nousLa TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent à profit leurs compétences, leur talent et leur c