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TD

Financial Planner

TD

. Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise .

Posted 5/1/2026full-timeSaint-Léonard • 🇨🇦 CanadaMid-LevelSenior💰 CA$70,000 per yearWebsite

About the role

Key responsibilities & impact
  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise
  • Conduct reporting and relevant analysis using results to draw conclusions
  • Contribute to team and department goals while strengthening customer service
  • Monitor service, productivity and assess efficiency
  • Maintain a culture of risk management and control

Requirements

What you’ll need
  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required

Benefits

Comp & perks
  • Health and well-being benefits
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planningreportinganalysisrisk managementcustomer service
Soft Skills
relationship buildingteam collaborationcommunicationefficiency assessment
Certifications
financial planner diplomaCanadian Securities CourseCFA Level 1