Serve TD Wealth clients in Montréal as a bilingual Financial Planner using relationship-building and financial analysis skills. The schedule totals 37.5 hours weekly.
This Financial Planner role helps clients clarify priorities, pursue future goals, and receive informed financial guidance. You will analyze results with data and technology tools, collaborate with colleagues, and maintain awareness of financial trends, best practices, risk management, regulations, and client needs.
Key Responsibilities:
- Understand clients' priorities, goals, and future plans
- Guide clients through financial planning decisions
- Analyze data and results using technology tools
- Collaborate with teams to improve client experiences
- Identify productivity and work process improvements
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Bilingual English and French communication skills
- Canadian Investment Regulatory Exam completed before starting
- Eligibility for Canadian Investment Regulatory Organization registration
- Three to five years' banking experience preferred
Bring bilingual communication, financial analysis, and relationship-building skills to support TD Wealth clients as a Financial Planner in Montréal.
Bilingual Financial Planner Montréal employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
