Bilingual Financial Planner — Commission + Growth

TD Bank Group; Quebec; On-site; CAD 63,000 - 77,000; Full time

Job summary

TD Bank Group is seeking a Financial Planner in Pointe-Claire, Quebec to serve clients onsite with English and French proficiency. The role emphasizes relationship-building, investment guidance, and staying current with financial trends.

You will work with a team at TD Wealth, providing tailored financial strategies and maintaining strong client relationships while ensuring compliance and risk controls.

Qualifications

• Financial planner diploma (IPF) required before start date.
• Bilingual (English & French) required.
• Bachelor’s degree is a plus.
• 3–5 years in banking or financial services preferred, especially client relationships and investment advice.
• CIRO/IIROC readiness: Canadian Investment Regulatory Organization registration anticipated.

Responsibilities

• Get to know clients and understand their goals to guide them.
• Use data and tools to analyze results and provide informed advice.
• Work with teammates to meet goals and deliver a great client experience.
• Look for ways to boost productivity and improve processes.
• Stay up to date with financial trends and best practices.

Education

IPF Financial Planner Diploma

Bachelor’s degree (advantageous)

Job description

TD Bank Group is seeking a Financial Planner in Pointe-Claire, Quebec to serve clients onsite with English and French proficiency. The role emphasizes relationship-building, investment guidance, and staying current with financial trends.

You will work with a team at TD Wealth, providing tailored financial strategies and maintaining strong client relationships while ensuring compliance and risk controls.