TD Wealth seeks a Financial Planner in Terrebonne, Quebec, combining comprehensive advice with bilingual English and French client service.
This Financial Planner role supports mass affluent investing clients through personalized financial planning and relationship management. You will identify life and financial goals, provide ongoing services, and develop business opportunities. The position requires banking experience, an IPF diploma, and willingness to obtain CIRO Registered Representative licensing when needed.
Key Responsibilities:
- Identify client life and financial goals
- Build long-term relationships through personalized planning
- Conduct reporting and relevant analysis
- Make recommendations and assess program effectiveness
- Support team goals, service, and continuous improvements
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Three to five years of banking experience
- Bilingual English and French communication skills
- Willingness to obtain CIRO Registered Representative licensing
- Strong communication and problem-solving skills
Bring financial planning expertise, relationship management, and bilingual service to TD Wealth clients in Terrebonne.
TD Wealth Financial Planner in Terrebonne 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.
