Overview
Financial Planner – Saint-Eustache Jobs in Saint-Eustache, Canada at TD
Location: Saint-Eustache
Work Location
Saint-Eustache, Quebec, Canada
Hours
37.5 hours per week
Line of Business
TD Wealth
Pay Details
70,000 CAD – commission based earnings available
Job Description
Financial Planner – Provide personalized financial planning and protection advice to mass affluent investing clients, deliver an exceptional customer experience, and support new business and client loyalty.
Responsibilities
- Identify clients’ life and financial goals, conduct comprehensive reviews, and build long‑term relationships through financial planning expertise.
- Conduct reporting and relevant analysis to draw conclusions, make recommendations, and continually assess program effectiveness.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service productivity, assess efficiency, and implement continuous improvements.
- Stay current on best practices and emerging trends.
- Provide mentorship, assistance, and direction to colleagues.
- Maintain a culture of risk management and control, aligned with risk appetite.
- Support a positive and service‑oriented work environment as an active team member.
Required Qualifications
- Financial Planner diploma granted by the Institute of Financial Planning (IPF) required.
- 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.
- Required bilingualism in English and French to serve clients.
Preferred Qualifications
- Deep understanding of the industry, competitive landscape, and economic market issues.
- Strong communication skills with ability to work collaboratively and independently, build relationships, and provide assistance.
Key Skills
- Passion for financial planning and dedication to helping clients reach financial and life goals.
- Entrepreneurial spirit to prospect external business development opportunities through networking and experience in high‑value sales.
- Excellent people and problem‑solving skills to build and maintain client relationships.
- Strong communication skills with ability to work collaboratively and independently.
Language Requirement (Quebec only)
Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
EEO Statement
TD is an equal opportunity employer and welcomes applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, age, disability, or any other protected characteristic.
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Title: Financial Planner – Saint-Eustache
Company: TD
Location: Saint-Eustache, Canada
Category:
