At a Glance
- Tasks: Build client relationships and deliver personalized financial advice using data and tech tools.
- Company: Join TD Wealth, a leader in financial planning with a focus on client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a collaborative and innovative financial services environment.
- Why this job: Make a real impact by guiding clients towards their financial goals in a dynamic setting.
- Qualifications: Financial planner diploma, bilingual in English and French, and relevant experience preferred.
The predicted salary is between 63000 - 77000 $ per year.
Build client relationships and deliver financial advice as a Financial Planner with TD Wealth in Montréal, Quebec.
Use data and technology tools to support informed recommendations.
This Financial Planner role serves driven, ambitious clients through personalized guidance and relationship building.
You will analyze results, provide investment advice, collaborate with teammates, and support productivity improvements.
The position also requires awareness of financial trends, best practices, and risk management.
TD Wealth values clear communication, problem-solving, and service-focused client experiences in its Montréal practice.
Key Responsibilities
- Understand clients' priorities and guide their financial goals
- Analyze data and results using technology tools
- Provide informed financial and investment advice
- Collaborate with teammates to create strong client experiences
- Monitor risk while improving productivity and work practices
Requirements
- Financial planner diploma from the Institute of Financial Planning
- English and French bilingualism required for client service
- Canadian Investment Regulatory Exam required before starting
- Eligibility for Canadian Investment Regulatory Organization registration
- Three to five years in banking or financial services preferred
Apply financial planning, relationship building, data analysis, and risk management skills with TD Wealth in Montréal.
TD Wealth Financial Planner – 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.
