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TD Bank

Offers banking, loans, and wealth management.

Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeGaspé, QC, CanadaIn-person

About the Job

Requirements

  • A financial planner diploma granted by the Institute of Financial Planning (IPF) is required before the start date.
  • Bilingualism in English and French is required to serve clients in the community with English-speaking needs.
  • A Canadian Investment Regulatory Exam (CIRE) is required before the start date.
  • Candidates must be ready to register with the Canadian Investment Regulatory Organization (CIRO) if they are not already registered.

Responsibilities

  • Get to know clients, understand what matters to them and what they want for their future, and guide them throughout the process.
  • Use data and technology tools to analyze results and provide advice.
  • Work with the team to meet goals, share ideas, and create a strong client experience.
  • Find ways to boost productivity and improve work processes.
  • Stay current with financial trends and best practices.
  • Help teammates, share insights, and contribute to a supportive, collaborative environment.
  • Keep risk management in mind to protect clients and the company.
  • Contribute as an active member of a positive, service-focused team culture.

Desired Qualifications

  • A Bachelor's degree is a plus.
  • Three to five years of experience in banking or financial services is preferred, especially experience building relationships and providing investment advice.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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