Financial Planner - Chomedey

Work Location

Laval, Quebec, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Pay Details

0 $/$0 - 0 $/$0 CAD
Commission based earnings
TD offers fair and equitable compensation and growth opportunities. The base pay offered may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation details with recruiters.

Job Description

TD Wealth uses a sophisticated and holistic approach to wealth planning and protection. The Financial Planning team focuses on helping clients set and achieve financial goals while delivering an exceptional customer experience.

Responsibilities

• Identify clients’ life and financial goals, conduct comprehensive reviews, and build long-term relationships through financial planning expertise
• Conduct reporting and analysis to make recommendations and assess program effectiveness
• Contribute to team and department goals, strengthening customer service and dedication
• Monitor service productivity, assess efficiency, and implement continuous improvements
• Stay knowledgeable of best practices, procedures, and emerging trends
• Provide mentorship, assistance, and direction to team members
• Maintain a culture of risk management and control aligned with risk appetite
• Participate fully as a team member, supporting a positive, service‑oriented work environment

Required

• Financial planner diploma granted by the Institute of Financial Planning (IPF) required before start date
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
• 3 to 5 years of banking experience
• Bilingualism (English and French) required to serve clients

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 industry, competitive landscape, and economic market issues
• Strong communication skills with ability to work collaboratively and independently

Skills You Will Require

• Passion for financial planning and a drive to help clients reach their financial and life goals
• Entrepreneurial spirit to prospect business development opportunities through networking and high‑value sales experience
• Deep understanding of industry, competitive landscape, economic 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

Who We Are

TD is one of the world’s leading global financial institutions, the fifth largest bank in North America. We deliver legendary customer experiences to millions of households and businesses. TD is guided by a vision to be the better bank and a purpose to enrich lives.

Our Total Rewards Package

The package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits, and reward and recognition programs.

Additional Information

This opportunity is subject to provincial employment regulations. Each province or territory may have its own requirements.

Colleague Development

We offer regular career and development conversations, mentoring, online learning platforms, and career paths tailored to your goals.

Training & Onboarding

We provide training and onboarding to ensure you have everything needed to succeed in your role.

Interview Process

Candidates of interest will be contacted to schedule interviews. Outcomes are communicated via email or phone call.

Accommodation

Your accessibility is important to us. Let us know if you need accommodations such as accessible meeting rooms or captioning for virtual interviews.

Language Requirement (Quebec Only)

Maîtrise d’une langue autre que le français afin d’offrir du soutien ou de traiter avec les clients qui ont besoin de services dans une langue autre que le français.

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