Bilingual Wealth Planning Specialist (Québec)

TD; Canada; On-site; CAD 76,000 - 116,000; Full time

Job summary

A leading financial institution is seeking a Wealth Planning Support Specialist in Pointe Claire, Quebec. This role involves partnering with advisors to deliver customized wealth planning guidance, particularly focusing on retirement, tax, and estate planning for high net worth clients. The ideal candidate will have a strong background in financial planning, fluency in French, and excellent relationship-building skills. A comprehensive Total Rewards package, including competitive compensation, is offered. Join us to help shape the future of wealth management.

Benefits

Health and well-being benefits

Career development programs

Flexible work environment

Qualifications

• A minimum of 5 years of wealth planning experience.
• Strong grasp of optimal wealth planning processes.
• Experience engaging with clients or advisors.

Responsibilities

• Provide customized wealth plans to HNW clients.
• Assist advisors in creating and updating financial plans.
• Proactively spot opportunities for complimentary businesses.

Skills

Bilingual - Must be fluent in French

Professional writing experience

Excellent communication skills

Strong relationship building skills

Education

Undergraduate degree

IQPF Financial planning designation

Tools

Microsoft Office

Financial planning tool(s)

Job description

A leading financial institution is seeking a Wealth Planning Support Specialist in Pointe Claire, Quebec. This role involves partnering with advisors to deliver customized wealth planning guidance, particularly focusing on retirement, tax, and estate planning for high net worth clients. The ideal candidate will have a strong background in financial planning, fluency in French, and excellent relationship-building skills. A comprehensive Total Rewards package, including competitive compensation, is offered. Join us to help shape the future of wealth management.