Financial Planner
TD
full-time
Posted on:
Location Type: Office
Location: Saint-Eustache • Canada
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Salary
💰 CA$70,000 per year
About the role
- Identify client's life and financial goals
- Provide comprehensive reviews and build long-term relationships
- Conduct reporting and relevant analysis
- Contribute to team and department goals
- Monitor service and implement improvements
- Acquire and apply expertise, provide mentorship
Requirements
- Financial planner diploma granted by the Institute of Financial Planning (IPF)
- Canadian Securities Course (CSC) or CFA Level 1 (or higher)
- 3 to 5 years of banking experience
- Bilingualism (English and French)
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisreportingmentorship
Soft skills
relationship buildingteam collaborationservice monitoringimprovement implementation
Certifications
financial planner diplomaCanadian Securities CourseCFA Level 1