Financial Planner – Chomedey

Description

TD Wealth is a financial planning team focused on helping clients achieve their financial goals while delivering a legendary customer experience.

• Identify client life and financial goals, provide comprehensive reviews, build long‑term relationships through financial planning expertise, relationship building, and ongoing services.
• Conduct reporting and relevant analysis 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, implementing continuous improvements.
• Maintain knowledge of best practices, procedures and 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, supporting a positive and service‑oriented work environment.

• 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 English‑speaking clients.

• 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.

• Passion for financial planning and driven to help clients reach their financial and life goals.
• Entrepreneurial spirit to prospect external business development opportunities through networking and experience in high‑value sales and business development.
• Deep understanding of the industry, competitive landscape, economic market issues and regulatory environment.
• Excellent people and problem‑solving skills that help build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.

Our Total Rewards package includes a base salary, variable compensation and several 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.

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