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TD

Financial Planner

TD

Financial Planner for TD Wealth providing personalized financial planning and advisory services. Building long-term relationships while helping clients achieve their wealth management goals.

Posted 7/6/2026full-timeChicoutimi • 🇨🇦 CanadaMid-LevelSenior💰 CA$70,000 per yearWebsite

About the role

Key responsibilities & impact
  • Determine clients' financial goals and lifestyle, provide comprehensive assessments, and build long-term relationships through expertise in financial planning, relationship development, and ongoing service delivery.
  • Perform relevant analyses, produce reports and draw conclusions from results; make recommendations and continuously assess the effectiveness of programs, policies, and practices.
  • Contribute to achieving team and department objectives by strengthening the quality of customer service and demonstrating dedication.
  • Oversee service delivery and productivity; evaluate effectiveness and implement continuous improvements.
  • Fully participate as a team member and promote a positive, service-oriented work environment.

Requirements

What you’ll need
  • Diploma in Financial Planning awarded by the Institut de planification financière prior to the start date
  • Obtain the Registered Representative (RR) registration with the Investment Industry Regulatory Organization of Canada (IIROC), if not already held.
  • Three to five years of banking experience
  • Bilingual (French and English) required to serve the English-speaking clients in the community.

Benefits

Comp & perks
  • Total compensation package including base salary, variable compensation, and several key plans such as health benefits, retirement programs, paid time off, banking perks and discounts, career development, and recognition and rewards programs.

ATS Keywords

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Hard Skills & Tools
Financial AnalysisReport ProductionProgram Effectiveness AssessmentPolicy EvaluationContinuous Improvement Implementation
Soft Skills
Relationship DevelopmentTeam CollaborationService OrientationDedication
Certifications
Diploma in Financial Planning