05 Oct
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The Toronto-Dominion Bank (Canada)
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Longueuil
05 Oct
The Toronto-Dominion Bank (Canada)
Longueuil
Longueuil, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 70 000 $/$70,000 - 70 000 $/$70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.
En matière de planification et de protection du patrimoine, Gestion de patrimoine TD adopte une approche de découverte des objectifs sophistiquée et exhaustive afin d’offrir aux clients des conseils, des solutions et des services hautement personnalisés. L’équipe Planification financière comprend qu’aider les clients à établir et à réaliser leurs objectifs financiers tout en offrant une expérience client légendaire est essentiel pour assurer le succès de notre entreprise, acquérir de nouveaux clients et les fidéliser. Vous êtes un professionnel chevronné détenant une vaste expertise en prestation de services de planification et de conseils à des clients bien nantis?
Présentez votre candidature pour un poste de planificateur financier dès aujourd’hui afin d’aider nos clients à atteindre leurs objectifs financiers. Déterminer les objectifs financiers et le style de vie de vos clients, fournir des évaluations exhaustives et bâtir des relations à long terme grâce à une expertise en planification financière, en établissement de relations et en prestation de services continue. Réaliser des analyses pertinentes, produire des rapports et tirer des conclusions des résultats obtenus; Contribuer à l’atteinte des objectifs de l’équipe et du service en renforçant la qualité du service à la clientèle et en faisant preuve de dévouement.
Entretenir une culture de gestion et de contrôle du risque soutenue par une appétence au risque harmonieuse. Diplôme de planificateur(-trice) financier(-ière) décerné par l’Institut de planification financière avant la date d’entrée en fonction Obtenir la licence de représentant inscrit (RR) auprès de l’Organisme canadien de réglementation des investissements (OCRI), si celle-ci n’est pas déjà acquise.
Trois à cinq années d’expérience dans le domaine bancaire Bilinguisme (français et anglais) requis afin de servir la clientèle anglophone de la collectivité Passionné par la planification financière, motivé à aider les clients à atteindre leurs objectifs financiers et leurs objectifs de vie TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total
Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
Total
Rewards at TD includes a base salary, variable compensation, and several other 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. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive perks plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. We do our best to communicate outcomes to all applicants by email or phone call.
Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language
Requirement (Quebec only) Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français. At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.
No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
📌 Financial Advisor Work From Home (Longueuil)
🏢 The Toronto-Dominion Bank (Canada)
📍 Longueuil