Financial Planner - Gatineau
Description
TD Wealth is seeking an experienced Financial Planner to offer comprehensive financial planning and advice to mass affluent clients. The role emphasizes building and maintaining client relationships, driving business development, and helping clients achieve their financial goals through personalized solutions and exceptional service.
What We're Looking For
Identify client's life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise and ongoing services.
Conduct reporting and relevant analysis, using results to draw conclusions and make recommendations.
Contribute to team and department goals, strengthening customer service and dedication.
Monitor service, productivity, and assess efficiency to implement continuous improvements.
Stay knowledgeable of best practices, procedures, and emerging trends.
Acquire and apply expertise, providing mentorship, assistance, and direction to others.
Maintain a culture of risk management and control, supported by an aligned risk appetite.
Participate fully as a member of the team, supporting a positive and service-oriented work environment.
Ideal Candidate
Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date.
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed.
3 to 5 years of banking experience.
Bilingualism (English and French) required to serve clients in the community with English-speaking needs.
Minimum Education
Financial planner diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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