TD

Financial Planner

TD

full-time

Posted on:

Location Type: Office

Location: Saint-Hyacinthe • Canada

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Salary

💰 CA$70,000 per year

About the role

  • Determine your clients' financial objectives and lifestyle
  • Conduct relevant analyses, produce reports and draw conclusions from the results obtained
  • Contribute to achieving the team's and department's objectives by enhancing the quality of client service

Requirements

  • Diploma in Financial Planning awarded by the Institut de planification financière prior to the start date
  • Obtain the Registered Representative (RR) license from the Canadian Investment Regulatory Organization (CIRO)
  • Three to five years of experience in the banking sector
  • Bilingualism (French and English) required
Benefits
  • Employee benefits
  • Profit-sharing program
  • Professional development benefits
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client serviceanalytical skillsreportingconclusion drawing
Certifications
Diploma in Financial PlanningRegistered Representative (RR) license