Financial Planner - Westmount

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

70 000 $/$70,000 - 70 000 $/$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  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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Make an Impact, Build Your Future, and Help Others Succeed

Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!

• Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
• Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
• Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
• Find new ways to boost productivity and improve the way we work—your ideas matter here!
• Stay up to date with the latest financial trends and best practices to keep your skills sharp.
• Help out your teammates, share your insights, and be part of a supportive, collaborative environment.
• Always keep risk management top of mind to protect clients and the company.
• Be an active, valued member of our positive, service-focused team culture.

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
• Bachelor’s degree is a plus
• 3–5 years in banking or financial services preferred—especially if you know how to build relationships and offer smart investment advice
• Canadian Investment Regulatory Exam (CIRE) required prior to your start date
• Ready to get registered with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already

• You genuinely care about helping others reach their financial and life goals
• You’re entrepreneurial—love networking, building business, and closing deals
• You know what’s happening in the industry and can keep up with trends and regulations
• You’re a people person with top-notch problem-solving skills and can build lasting relationships
• You communicate clearly, work well in a team or solo, and you’re always there to support and connect with others

#LI-Wealth

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. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why…