Financial Planner - Build Wealth & Serve Clients (Montréal)

The Toronto-Dominion Bank (Canada); Dorval; On-site; CAD 63,000 - 77,000; Full time

Job summary

TD Wealth in Montréal, QC is seeking a Financial Planner to help driven clients achieve their goals. You will work with a growth-minded team, using data and technology to analyze results and provide informed, tailored guidance.

You will guide clients, build relationships, and stay current with industry trends, while ensuring risk management and client satisfaction are at the forefront of every interaction.

Qualifications

• Financial planner diploma required prior to start date (IPF).
• Bilingual English and French required to serve clients.
• Bachelor's degree is a plus.
• Canadian Investment Regulatory Exam (CIRE) required prior to start date.

Responsibilities

• Get to know clients and guide them to achieve their goals.
• Use data and tools to analyze results and provide smart advice.
• Collaborate with team to deliver excellent client experience.
• Keep risk management top of mind to protect clients and TD.
• Stay updated on financial trends and best practices.

Skills

Bilingual English & French

Education

IPF Financial Planner Diploma

Bachelor's degree

Tools

CIRO Registration

Job description

TD Wealth in Montréal, QC is seeking a Financial Planner to help driven clients achieve their goals. You will work with a growth-minded team, using data and technology to analyze results and provide informed, tailored guidance.

You will guide clients, build relationships, and stay current with industry trends, while ensuring risk management and client satisfaction are at the forefront of every interaction.