Financial planning and client relationships define this TD Wealth opportunity in Montréal, supporting clients with data, technology, and practical advice. Bilingualism is required.
As a Financial Planner, you will understand clients' priorities, guide future goals, and provide investment advice. The position emphasizes analysis, risk management, productivity improvement, and current financial trends. You will collaborate with colleagues while creating a service-focused client experience and supporting business development.
Key Responsibilities:
- Understand clients' needs, priorities, and future goals
- Analyze data and results using technology tools
- Provide financial and investment advice to clients
- Manage risk while protecting clients and TD
- Share insights and improve productivity with teammates
Requirements:
- Institute of Financial Planning diploma before starting
- English and French bilingualism required
- Canadian Investment Regulatory Exam before starting
- Registration with Canadian Investment Regulatory Organization
- Three to five years' banking experience preferred
Apply financial analysis, relationship building, and risk management expertise as a bilingual Financial Planner with TD Wealth in Montréal.
Financial Planner TD Wealth 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.
