At a Glance
- Tasks: Help clients achieve their financial goals through personalized planning and relationship building.
- Company: Join TD, a leading global financial institution with a commitment to client experience.
- Benefits: Enjoy competitive salary, commissions, health benefits, and career development opportunities.
- Other info: Dynamic team environment with ongoing training and mentorship for your success.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Financial planner diploma required; bilingualism in English and French is a must.
The predicted salary is between 70000 - 70000 $ per year.
Work Location: Terrebonne, Quebec, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: 70,000 CAD. This role is eligible for commission-based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.
Job Description: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.
Responsibilities:
- Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service, productivity and assess efficiency and implement continuous improvements.
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
- Acquire and apply expertise, provide mentorship, assistance and direction to others.
- Maintain a culture of risk management and control, supported by aligned risk appetite.
- Participate fully as a member of the team, support a positive and service-oriented work environment.
Required:
- 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 our clients in the community with English-speaking needs.
Nice to have:
- Deep understanding of the industry, competitive landscape and economic market issues.
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
Skills you will require:
- Passion for financial planning and driven to help clients reach their financial & life goals.
- Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
- Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
- Excellent people and problem-solving skills that help you build and maintain client relationships.
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
Our Total Rewards Package:
- Base salary.
- Variable compensation.
- Health and well-being benefits.
- Savings and retirement programs.
- Paid time off.
- Banking benefits and discounts.
- Career development.
- Reward and recognition programs.
Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process: We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.
Our Values: At TD, we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.
Our Commitment to Diversity, Equity, and Inclusion: At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
Financial Planner – Terrebonne employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
