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 customer experience.
- Benefits: Enjoy competitive salary, health benefits, paid time off, and career development opportunities.
- Other info: Dynamic team environment with a focus on diversity, equity, and inclusion.
- Why this job: Make a real impact in people's lives while growing your career in finance.
- Qualifications: Financial planner diploma and 3-5 years of banking experience required.
The predicted salary is between 70000 - 70000 $ per year.
Work Location: Gatineau, Quebec, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: 70,000 CAD
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. We do this by knowing our clients, offering the most professional and personalized solutions and building award‑winning, high‑performing teams.
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 Qualifications:
- 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:
- 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.
Benefits:
- 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.
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.
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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.
Our Values:
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.
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.
TD Ready Commitment:
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
Financial Planner – Gatineau employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
