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Financial Planner - Rouyn, Qc

@ The Toronto-Dominion Bank (Canada)

Québec

Sur placeTemps plein3+ ans d’expérience
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The Toronto-Dominion Bank is hiring a Financial Planner in Rouyn, Quebec, for its TD Wealth line of business. The role builds long-term client relationships through holistic financial planning, investment advice and business development, with a base salary of $70,000 plus commission-based earnings. The posting requires a financial planner diploma from the Institute of Financial Planning prior to start and a willingness to obtain RR licensing with CIRO.

Responsabilités :

  • Analyser la situation financière et les objectifs de vie des clients
  • Formuler des recommandations de placement et de planification
  • Développer la clientèle et les affaires par la vente et le réseautage
  • Suivre la productivité et améliorer la qualité du service
  • Encadrer et soutenir les collègues

Résumé des exigences :

  • Diplôme de planificateur financier de l'Institut de planification financière (IPF) avant la date d'entrée
  • 3 à 5 ans d'expérience en services bancaires (préféré)
  • Volonté d'obtenir l'inscription RR auprès de l'OCRCVM
  • Habiletés interpersonnelles et de résolution de problèmes
  • Excellentes communications

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payésMieux-être
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-08-12
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-10-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience3 an(s) et plus
Heures par semaine37.5
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench
Permis et certificationsFinancial planner diploma (IPF), CIRO Registered Representative (RR)
FormationCollégial (DEC) (exigé)
Domaines d’étudesFinancial planning
Avantages mentionnésCongés payés généreux, Régime de retraite, Rabais employé, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

The Toronto-Dominion Bank (Canada)

ChampValeur
Offres sur Jobsy887
Description

Work Location:

Rouyn, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

70 000 $/$70,000 - 70 000 $/$70,000 CADThis 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 at TD. Our 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.

Job Description:

Join Our Team as a Financial Planner

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your 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

What We’re Looking For

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
  • Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed

Key Skills That Set You Apart

  • A genuine passion for financial planning and a drive to help clients realize their financial and life goals
  • An entrepreneurial mindset with experience in business development, networking, and high-value sales
  • A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
  • Exceptional interpersonal and problem-solving abilities for building lasting client relationships
  • Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

#LI-Wealth

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 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 we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other 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. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Ce poste n’exige pas la maîtrise d’une langue autre que le français.

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