Financial Planner – Terrebonne

Location & Compensation

Work Location: Terrebonne, Quebec, Canada
Hours: 37.5 hours per week
Pay Range: $70,000 - $70,000 CAD (commission‑based earnings may be available)

About the Role

The Financial Planner will use TD Wealth’s sophisticated, holistic goals‑discovery approach to help clients set and achieve their financial objectives. The role focuses on relationship management, advice and business development to deliver a legendary customer experience.

Responsibilities

• Identify clients’ life and financial goals and provide comprehensive reviews.
• Build long‑term relationships through financial planning expertise and ongoing services.
• Conduct reporting and relevant analysis, draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Contribute to team and department goals while strengthening customer service.
• Monitor service, productivi...