Bilingual Financial Planner – Commission Eligible & Growth

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

Job summary

TD Wealth in Chicoutimi, Quebec, is seeking a Financial Planner to advise driven clients on achieving their financial goals. You will engage with clients, leverage data and technology to provide thoughtful investment advice, and work with a collaborative team to deliver exceptional service.

The role requires a Diploma in Financial Planning (IPF), bilingual English/French, and 3–5 years in banking or financial services. A CIRE and CIRO readiness are also expected.

Qualifications

• Strong client communication and relationship-building abilities.
• Bilingual English/French required to serve clients in the community.
• 3–5 years of banking or financial services experience preferred.

Responsibilities

• Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
• Use data and tech tools to analyze results and provide smart investment advice.
• Work with your team to crush goals and create an outstanding client experience.
• Identify new ways to boost productivity and improve how we work.
• Stay updated with the latest financial trends and best practices to keep skills sharp.
• Support teammates and contribute to a collaborative environment.

Job description

TD Wealth in Chicoutimi, Quebec, is seeking a Financial Planner to advise driven clients on achieving their financial goals. You will engage with clients, leverage data and technology to provide thoughtful investment advice, and work with a collaborative team to deliver exceptional service.

The role requires a Diploma in Financial Planning (IPF), bilingual English/French, and 3–5 years in banking or financial services. A CIRE and CIRO readiness are also expected.