Financial Planner – Chomedey Laval

TD Bank

Laval, Quebec, Canada
Base: $70,000 cad; variable: commission based earn...
Not specified
Comprehensive financial planning expertise
Mass affluent investing client focus
Relationship building and maintenance
TD Bank is seeking a Financial Planner in Laval, Quebec, to assist clients in achieving their financial goals through personalized advice and relationship management. The role requires bilingual proficiency in English and French, along with relevant banking experience and a financial planner diploma

Job Summary

  • The role focuses on providing sophisticated and holistic goals discovery approaches to wealth planning for mass affluent clients.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Success in this position requires identifying client life goals, conducting comprehensive reviews, and building long-term relationships through personalized advice.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Planner in Laval, Quebec, to assist clients in achieving their financial goals through personalized advice and relationship management. The role requires bilingual proficiency in English and French, along with relevant banking experience and a financial planner diploma.

Salary

Base: $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Mass affluent investing client focus
  • Relationship building and maintenance
  • Business development and networking
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit for external prospects
  • Deep understanding of economic market issues
  • Strong collaborative communication skills
  • Experience in high value sales
  • Mentorship and team leadership abilities

Key Requirements

  • Financial planner diploma from Institute of Financial Planning (IPF)
  • Willingness to obtain Registered Representative (RR) licensing with CIRO
  • 3 to 5 years of banking experience
  • Bilingualism in English and French required

Work Rights

Not specified

Tailored Resume

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