Bilingual Financial Planner & Client Wealth Advisor

TD; Gaspé; On-site; CAD 63,000 - 77,000; Full time

Benefits offered by this job

Commission-based earnings

Job summary

TD Wealth is seeking a Financial Planner to empower mass affluent clients through holistic planning and advice. You will build strong relationships, deliver expert guidance, and drive business growth with a focus on client outcomes.

You’ll conduct comprehensive financial reviews, mentor teammates, and stay ahead of industry trends while supporting a service-driven culture within a dynamic team.

Qualifications

• Financial planner diploma of IPF required before start date.
• 3–5 years of banking services experience with client relationship management and tailored investment advice preferred.
• Willingness to obtain CIRO Registered Representative licensing if not licensed.
• Bilingual English and French required to serve the community.

Responsibilities

• Partner with clients to understand life and financial objectives through in-depth reviews and ongoing guidance.
• Use data-driven insights to analyze results, develop recommendations, and evaluate programs.
• Collaborate with the team to reach shared goals while improving client experience.
• Monitor productivity and service delivery, identify efficiency opportunities, and drive continuous improvement.
• Stay informed on industry best practices and regulatory trends to remain at the forefront of financial planning.
• Mentor colleagues and foster a collaborative environment while upholding risk management culture.
• Engage fully as a valued team member and contribute to a service-oriented workplace.

Skills

Bilingual English/French

Client relationship management

Financial advisory

Data-driven insights

Education

IPF Financial Planner diploma

Job description

TD Wealth is seeking a Financial Planner to empower mass affluent clients through holistic planning and advice. You will build strong relationships, deliver expert guidance, and drive business growth with a focus on client outcomes.

You’ll conduct comprehensive financial reviews, mentor teammates, and stay ahead of industry trends while supporting a service-driven culture within a dynamic team.