Montreal, Quebec, Canada · Hybrid
$60k–$84k/yr
Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 59 500 $/$59,500 - 84 000 $/$84,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colle…
Skills: Financial Planning, Investment Advice, Client Relationship Management, Retirement Planning, Sales Planning
Montreal, Quebec, Canada · Remote OK
$48k–$79k/yr
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here…
Skills: Patient Scheduling, Customer Service, Medical Coordination, MS Office, EMR/DME Systems
Montreal, Quebec, Canada · On-site
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising
Montreal, Quebec, Canada · On-site
$22/hr–$28/hr
Work Location: Montréal, Quebec, Canada Hours: 15 Line of Business: Personal & Commercial Banking Pay Details: 22,50$/$22.50 - 28,33$/$28.33 CAD TD is committed to providing fair and equitable compensation opportunities …
Skills: Financial Transaction Processing, Customer Service, Banking Solutions, MS Office, Time Management
Montreal, Quebec, Canada · Hybrid
Temporary position for 5 months with the possibility of extension As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/clien…
Skills: Product Administration, Administrative Support, Analytical Skills, Stakeholder Coordination, Data Analysis
Montreal, Quebec, Canada · On-site
About us 36Pix, the world’s largest green screen extraction service provider, has specialized in school photography capture and development for over 25 years. The studio works with more than 800 schools across Canada. Ou…
Skills: B2B Sales, Business Development, Salesforce, Negotiation, Account Management
Montreal, Quebec, Canada · On-site
Statut du poste : Poste ouvert Enchanter le monde avec du chocolat – un client à la fois. Chez Lindt, nous ne vendons pas seulement du chocolat : nous créons des expériences mémorables. Nous recherchons un(e) Keyholder m…
Skills: Customer Service, Retail Sales, Store Opening and Closing, POS Systems, Inventory Management
Montreal, Quebec, Canada · On-site
$16/hr–$19/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service, Inventory Management, Stocking, Attention To Detail, Teamwork
Montreal, Quebec, Canada · Hybrid
As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth manag…
Skills: Wealth Management, Debt Management, Financial Planning, Credit Negotiation, Risk Management
Montreal, Quebec, Canada · Hybrid
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member…
Skills: Business Development, Sales Support, Relationship Management, Risk Management, Data Analysis
Montreal, Quebec, Canada · On-site
Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticat…
Skills: Trade Execution, Portfolio Rebalancing, Client Onboarding, Client Relationship Management, Compliance
Montreal, Quebec, Canada · Hybrid
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member…
Skills: Business Development, Sales Support, Relationship Management, Risk Management, Data Analysis
Montreal, Quebec, Canada · On-site
$16/hr–$20/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service Excellence, Sales Growth, Leadership, Coaching, Employee Motivation
Montreal, Quebec, Canada · On-site
12044 RUE SHERBROOKE E, POINTE-AUX-TREMBLE, Quebec H1B 1C5 Préposé(e) au service à la clientèle Salaire (jour et soir) : 17,10$/h (incluant prime*) Horaire : Temps plein ou temps partiel de jour ou soir (à déterminer sel…
Skills: Customer Service, Cash Handling, Inventory Management, Food Preparation, Organization
Montreal, Quebec, Canada · On-site
$16/hr–$20/hr
Marshalls At TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. W…
Skills: Customer Service, Communication Skills, Teamwork, Time Management, Organization
Montreal, Quebec, Canada · On-site
$16/hr–$19/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service, Inventory Management, Merchandising, Attention To Detail, Teamwork
Montreal, Quebec, Canada · On-site
Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture…
Skills: Client Service, Account Administration, Wealth Management Planning, Problem Resolution, Onboarding
Montreal, Quebec, Canada · Hybrid
Req Id: 430993 Connection is everything. It drives us to innovate, explore, and stay close to what matters to us most. At Bell, we’re building a more connected future through world-class networks, AI-powered solutions, a…
Skills: Instructional Design, LMS Administration, Contact Center Operations, Adult Learning Principles, Articulate Storyline
Montreal, Quebec, Canada · Hybrid
Cohen Immigration Law | Montreal, QC or Toronto, ON (hybrid) About Us Cohen Immigration Law has practiced exclusively in Canadian immigration for nearly 50 years. We're the legal team behind CanadaVisa.com — Canada's mos…
Skills: Case Management, Client Communication, Document Review, Operational Instincts, CRM Software
Montreal, Quebec, Canada · On-site
5700 Ch De La Cote-Saint-Luc, Montréal, Quebec H3X 2E7 Préposé(e) au service à la clientèle Salaire (jour et soir) : 17,10$/h (incluant prime*) Horaire : Temps plein ou temps partiel de jour ou soir (à déterminer selon l…
Skills: Customer Service, Cash Handling, Inventory Management, Food Preparation, Organization
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The role focuses on providing holistic financial advice and investment strategies to mass affluent clients via phone and digital channels. Key duties include building client relationships, executing sales plans to grow assets, and ensuring regulatory compliance.
Candidates should ideally have a bachelor's degree and 3-5 years of banking experience. Required certifications include obtaining RR licensing within 6 months and a financial planner diploma from the IPF within 2 years.
Pay Details:
59 500 $/$59,500 - 84 000 $/$84,000 CADTD 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 have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the 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 who can provide you more specific details for this role.
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Associate Planner, Direct role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth through phone and digital channels. Your responsibilities will include:
Build and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planning
Develop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retention
Identify client goals and potential barriers; recommend tailored solutions and provide ongoing advice through investment strategies, including third-party mutual funds and account management
Identify and execute on opportunities to acquire and grown external assets through proactive outreach and planning conversations
Deliver advice and conduct financial planning conversations via phone and digital platforms (e.g., screen sharing technology)
Maintain and enhance long-term client relationships through regular reviews, updates to financial plans, and implementation of evolving investment strategies
Contribute to team and department objectives (including LEI goals) by modelling strong client-centric behaviours and enhancing customer loyalty
Identify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approach
Ensure all activities comply with regulatory requirements, industry standards, and internal policies
Bachelor’s degree preferred
3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date, if not currently licensed
Financial planner diploma granted by the Institute of Financial Planning (IPF) required within 2 years in role
Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
Client-focused with a passion for helping individuals achieve financial goals
Strong relationship-building skills with both internal partners and external clients
High level of curiosity, resourcefulness, and adaptability
Results-oriented with a strong drive to grow business and improve client outcomes
Excellent communication skills, with the ability to simplify complex financial concepts
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. 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. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
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. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
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.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. 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.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. 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.
We look forward to hearing from you!
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
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