Apply on Kit Job: kitjob.ca/job/2dgv4i

Work Location: Montréal, Quebec, Canada

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Hours: 37.5 hours per week

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Line Of Business: TD Wealth

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Pay Details: $70,000 CAD per year. Eligible for commission-based earnings.

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they advance in their role. The base pay offered may vary based upon a candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation-related questions and have an open dialogue with your recruiter for more specific details.

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Job Description

nTD Wealth takes a sophisticated and holistic goals-discovery approach to wealth planning and protection, providing highly personalized advice, solutions, and service to clients. The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving new business and client loyalty through knowledge of clients, professional expertise, and award-winning teams.n

Responsibilities

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- Identify client life and financial goals, conduct comprehensive reviews, and build long‑term relationships through expertise and ongoing service.
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- Conduct reporting and analysis, draw conclusions, make recommendations, and continually assess the effectiveness of programs and policies.
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- Contribute to team and department goals, strengthen customer service, and support a positive, service‑oriented work environment.
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- Monitor service productivity, assess efficiency, and implement continuous improvements.
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- Maintain best practices, stay ahead of emerging trends, and ensure risk management and control aligned with risk appetite.
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- Provide mentorship, assistance, and direction to others while acquiring and applying expertise.
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Required Qualifications

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- Financial planner diploma granted by the Institute of Financial Planning (IPF), required prior to start date.
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- Canadian Securities Course (CSC) or CFA Level 1 (or higher), required prior to start date.
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- 3 to 5 years of banking experience.
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- Bilingualism (English and French), required to serve our clients.
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Nice to Have

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- CIRO license, preferred (required within first 90 days).
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- Complete Conduct & Practices Handbook (CPH) within first 90 days.
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- Complete Wealth Management Essentials (WME) within first 30 months.
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- Deep understanding of industry, competitive landscape, and economic market issues.
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- Strong communication skills, ability to work collaboratively and independently.
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Skills You Will Require

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- Passion for financial planning and a drive to help clients reach their goals.
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- Entrepreneurial spirit, experienced in networking and high-value sales and business development.
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- Excellent people and problem‑solving skills to build and maintain client relationships.




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- Strong communication skills, ability to work collaboratively and independently.
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- Deep understanding of industry, competitive landscape, economic market issues, and regulatory environment.
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Who We Are

nTD is one of the world’s leading global financial institutions, the fifth largest bank in North America by branches/stores. Every day, we strive to make interactions, products, and experiences remarkable and simple for over 27 million households and businesses worldwide. With more than 95 000 TD colleagues, we foster deeper relationships, disciplined execution, and a simpler, faster banking experience. TD is deeply committed to client experience, and all colleagues, wherever they work, are client‑facing.n

Our Total Rewards Package

nOur Total Rewards package includes base salary, variable compensation, and key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.n

Additional Information

nWe’re delighted you’re considering a career with TD. Through development conversations, training programs, and a competitive advantages plan, we support colleagues to thrive at work and at home. This opportunity is subject to provincial employment regulation.n

Colleague Development

nWe help you succeed with regular career and development conversations, access to an online learning platform, mentoring programs, and career opportunities aligned with your interests.n

Training & Onboarding

nWe will provide training and onboarding sessions to ensure you have everything needed to succeed i

Apply on Kit Job: kitjob.ca/job/2dgv4i

📌 Financial Planner - Downtown (Montreal West)
🏢 TD
📍 Montreal West