Wealth Planner: Personal Financial Strategy

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

Job summary

TD Bank Wealth Management is seeking an experienced Financial Planner to deliver personalized financial planning and advice to mass affluent clients in Laval, Quebec. You will help clients set and achieve financial goals while providing a high level of service and trust.

The role requires IPF certification, potential CIRO licensing, and 3–5 years of banking experience, with English/French bilingual capabilities to support diverse clients.

Qualifications

• Must have Financial planner diploma (IPF) before start date.
• Willingness to obtain RR licensing with CIRO if not licensed.
• 3–5 years of banking experience.
• Bilingualism (English and French) required to serve clients.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships through financial planning expertise.
• Conduct reporting and analysis to assess programs and practices and make recommendations.
• Contribute to team goals and strengthen customer service and dedication.
• Monitor service levels and implement continuous improvements.
• Stay informed about industry best practices and risks, providing mentorship as needed.
• Collaborate with the team to support a positive service-oriented environment.

Skills

Financial planning

Business development

Networking

Sales experience

Communication

Relationship building

Education

IPF Diploma

Job description

TD Bank Wealth Management is seeking an experienced Financial Planner to deliver personalized financial planning and advice to mass affluent clients in Laval, Quebec. You will help clients set and achieve financial goals while providing a high level of service and trust.

The role requires IPF certification, potential CIRO licensing, and 3–5 years of banking experience, with English/French bilingual capabilities to support diverse clients.