Advance your career with TD Wealth as a Bilingual Financial Planner in Montréal, Quebec. Emphasizing comprehensive financial planning, this role seeks passionate professionals dedicated to client success.
As a Financial Planner, you will leverage your expertise in relationship management and business development to guide mass affluent clients in achieving their financial goals. Your problem-solving skills and entrepreneurial spirit will be essential in building long-term relationships and delivering personalized solutions. This position also requires analyzing financial programs and contributing to departmental goals through dedicated customer service.
Key Responsibilities:
- Identify client's financial and life goals through comprehensive reviews
- Conduct reporting and draw conclusions from relevant analyses
- Support team goals while enhancing customer service dedication
- Monitor service efficiency and facilitate continuous improvements
- Mentor colleagues and maintain risk management culture
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Canadian Securities Course or CFA Level 1
- 3-5 years of banking experience
- Bilingual in English and French for client needs
- CIRO license preferred within first 90 days
Excel in financial planning, relationship building, and client consultations with TD Wealth in Montréal.
Bilingual Financial Planner in Montréal employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
