Apply on Kit Job: kitjob.ca/job/2dh9vt

Elevate your career as a Financial Planner, where you empower clients to achieve their financial ambitions through expertise and bespoke advice in a positive work environment. In this role, you will utilize your skills to identify client goals, conduct comprehensive financial reviews, and build enduring relationships. With 3 to 5 years of banking experience, your insights will help strengthen customer service and drive business growth. This position thrives on collaboration and ongoing improvement, ensuring a top-tier experience for each client. Key Responsibilities:

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- Identify client life and financial goals
- Conduct thorough financial reporting and analysis
- Strengthen team and departmental objectives
- Monitor service efficiency and productivity
- Provide mentorship and direction to colleagues Requirements:
- Financial planner diploma from an accredited institution
- Canadian Securities Course (CSC) or CFA Level 1
- 3 to 5 years of banking experience required
- Bilingual in English and French
- CIRO license preferred within 90 days Make a significant impact as you guide clients in reaching their financial dreams while thriving in a team-oriented atmosphere.

Apply on Kit Job: kitjob.ca/job/2dh9vt

📌 Dynamic Financial Planner Focused on Personalized Client Goals (Montreal West)
🏢 TD
📍 Montreal West