Financial Planner
TD
full-time
Posted on:
Location Type: Hybrid
Location: Lévis • Canada
Visit company websiteExplore more
Salary
💰 CA$70,000 per year
About the role
- Determine your clients' financial objectives and lifestyle
- Provide comprehensive assessments and build long-term relationships through financial planning expertise
- Conduct relevant analyses, prepare reports, and draw conclusions from the results obtained
Requirements
- Financial Planner designation issued by the Institut de planification financière (IPF) prior to the start date
- Successful completion of the Canadian Securities Course (CSC) prior to the start date
- Three to five years of experience in the banking sector
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingfinancial planning expertiseanalytical skills
Certifications
Financial Planner designationCanadian Securities Course