Financial Planner - TD Bank, Montréal

Position Summary

TD Bank is hosting a virtual career event for those interested in Financial Planner jobs in Montréal and across Quebec. This unique event is designed for both experienced financial professionals and banking colleagues ready to advance their career in financial planning. It offers an opportunity to explore a path where you can build a professional future with greater independence and flexibility, taking ownership of your development within TD Wealth, an industry leader. The event will provide insights into the business model and vision for financial planning at TD Wealth, showcasing how this career can offer the resources to build your long-term professional future.

Key Duties

As a Financial Planner with TD Wealth, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your key responsibilities will include:

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
• Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives.
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite.
• Engaging fully as a valued team member and contributing to a positive, service-oriented workplace.

Qualifications

To succeed in a Financial Planner role, TD Bank is looking for candidates with the following qualifications:

• 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 our clients in the community with English-speaking needs.
• 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.

The Team

TD Bank is one of the world's leading global financial institutions, committed to being a leader in client experience. With over 95,000 colleagues, TD fosters deeper relationships and a simpler, faster banking experience for millions of households and businesses. Joining TD means becoming part of a team that values diverse perspectives and offers significant opportunities for career development and growth. We believe in investing in our colleagues through a comprehensive Total Rewards package that includes competitive compensation, health and well-being benefits, savings programs, paid time off, and continuous learning opportunities. You'll have access to regular career, development, and performance conversations with your manager, an online learning platform, and mentoring programs to help you unlock future opportunities and build your expertise. We provide training and onboarding sessions to ensure you have everything needed to succeed in your new role, fostering a respectful workplace where you can achieve your career goals.