Bilingual Financial Planner - Wealth & Client Growth

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

Benefits offered by this job

Health benefits

Retirement programs

Paid time off

Career development

Training and onboarding

Job summary

TD Bank Group in Terrebonne, Quebec, is seeking a Financial Planner for TD Wealth. The role focuses on helping clients set and reach financial goals with personalized planning and premium service.

Requires IPF diploma, willingness to obtain CIRO licensing, and 3–5 years banking experience. Bilingual English/French is required to serve our diverse client base. TD offers competitive compensation and growth opportunities.

Qualifications

• IPF-financed diploma is required before start date.
• Willingness to obtain CIRO licensing as Registered Representative.
• 3–5 years of banking experience.
• Bilingual in English and French to serve clients in the community.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships through financial planning.
• Conduct reporting and analysis to draw conclusions and improve programs.
• Contribute to team goals while strengthening customer service and dedication.
• Monitor service and productivity and implement continuous improvements.
• Acquire and apply expertise, provide mentorship, and support others.
• Maintain a culture of risk management and aligned risk appetite.
• Participate fully as a team member and support a positive work environment.

Skills

Financial planning

Client relationship building

Communication

Multilingual English/French

Education

IPF Financial Planner Diploma

Tools

CIRO licensing process

Job description

TD Bank Group in Terrebonne, Quebec, is seeking a Financial Planner for TD Wealth. The role focuses on helping clients set and reach financial goals with personalized planning and premium service.

Requires IPF diploma, willingness to obtain CIRO licensing, and 3–5 years banking experience. Bilingual English/French is required to serve our diverse client base. TD offers competitive compensation and growth opportunities.