Financial Planner – Terrebonne

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.

With a focus on relationship management, advice, and business development, you will:

• 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 the 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 the ability to work collaboratively and independently, provide assistance, and build relationships.

Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States, and around the world.

Our Total Rewards Package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and 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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.

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 (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.