Financial Planner

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and relationship development, with a strong focus on client goal assessment and service delivery. Bilingual proficiency in French and English enhances communication and service to diverse clients.

Highest-signal resume keywords

Financial PlanningRegistered Representative (RR) RegistrationBanking ExperienceBilingual (French and English)Customer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisReport ProductionProgram Effectiveness AssessmentPolicy EvaluationContinuous Improvement Implementation

Soft Skills

Relationship DevelopmentTeam CollaborationService OrientationDedication

Certifications & Qualifications

Diploma in Financial Planning

Industry Keywords

Investment Industry Regulatory Organization of Canada (IIROC)Client Financial GoalsService DeliveryProductivity Evaluation

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.