Financial Planner – Terrebonne
Description
The Financial Planner at TD Wealth plays a crucial role in assisting mass affluent clients to achieve their financial goals through comprehensive planning, personalized advice, and building long-term relationships. This involves understanding client needs, providing in-depth reviews, and actively engaging in business development to contribute to the team's success and customer loyalty.
What We're Looking For
Identify client financial goals and provide comprehensive reviews; build long-term client relationships; conduct reporting and analysis to assess program effectiveness; contribute to team goals and customer service; monitor and improve service and productivity; stay updated on industry trends; apply expertise and mentor others; maintain risk management and control; support a positive work environment.
Ideal Candidate
Financial planner diploma granted by the Institute of Financial Planning (IPF); Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not already licensed; 3 to 5 years of banking experience; Bilingualism (English and French).
Minimum Education
Financial planner diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO).
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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