Bilingual Wealth Planner: Client‑Centric Financial Guidance

TD; Canada; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Canada is seeking a skilled Financial Planner to provide mass affluent clients with comprehensive advice. This position focuses on relationship management, financial goal identification, and enhancing customer service. Candidates must be bilingual in English and French, with a financial planner diploma and relevant securities certification. Join a committed team in a supportive work environment offering continuous development and competitive compensation.

Benefits

Variable compensation

Health and well-being benefits

Career development programs

Qualifications

• 3 to 5 years of banking experience is required.
• CIRO license preferred and required within first 90 days.
• Deep understanding of industry and economic market issues is an advantage.

Responsibilities

• Identify client's life and financial goals through financial planning.
• Conduct reporting and analysis to improve programs.
• Contribute to team goals and improve customer service.

Skills

Bilingualism (English and French)

Strong communication skills

Relationship management

Education

Financial planner diploma from Institute of Financial Planning

Canadian Securities Course (CSC) or CFA Level 1

Job description

A leading financial institution in Canada is seeking a skilled Financial Planner to provide mass affluent clients with comprehensive advice. This position focuses on relationship management, financial goal identification, and enhancing customer service. Candidates must be bilingual in English and French, with a financial planner diploma and relevant securities certification. Join a committed team in a supportive work environment offering continuous development and competitive compensation.