Planificateur Financier - Saint-Eustache

Financial Planner - Sainte-Eustache

Apply remote type On Site locations Saint-Eustache, Québec Laval, Québec time type Full time posted on Posted Yesterday job requisition

Work Location: Laval, Quebec, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: 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  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

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. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

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.
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date.
• 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:

• CIRO license preferred (required within first 90 days in role).
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
• Complete Wealth Management Essentials (WME) within first 30 months in role.
• 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.

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.

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…