At TD Wealth in Pointe Claire, build client relationships through financial planning, data analysis, and bilingual English-French service. This role offers 37.5 hours weekly.
As a Financial Planner, you will guide clients toward financial and life goals while providing investment advice. You will analyze results with data and technology tools, collaborate with colleagues, and manage risk. The position supports TD Wealth clients through relationship building, productivity improvements, and current financial knowledge.
Key Responsibilities:
- Understand clients' priorities and guide them toward future goals
- Analyze data and results using technology tools
- Provide financial and investment advice to clients
- Collaborate with colleagues to create client experiences
- Monitor financial trends, practices, and risk management
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Bilingual English and French communication skills required
- Canadian Investment Regulatory Exam completed before starting
- Eligibility for Canadian Investment Regulatory Organization registration
- Three to five years of banking or financial services experience preferred
Bring financial planning, relationship building, investment advice, and bilingual communication to TD Wealth clients in Pointe Claire.
Bilingual Financial Planner TD Wealth in Pointe-Claire employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
