Apply on Kit Job: kitjob.ca/job/2g9lzl

Shape client financial futures as a Wealth Planner, focusing on personalized services and creative strategies.

Leverage your skills in Quebec to guide clients on their journey to financial success.

Your wealth planning expertise will help clients identify and achieve their life goals while enhancing their overall experience.

Successful candidates will engage in client relationship management, program assessment, and delivery of customized recommendations.

Focus on continuous improvement and teamwork will be vital for client satisfaction and business success.

Key Responsibilities:
• Identify client needs and define actionable financial goals
• Conduct analysis to guide financial planning decisions




• Strengthen dedication to customer service and team collaboration
• Monitor service quality and implement improvements
• Mentor and support colleagues in financial planning

Requirements:
• IPF financial planner diploma required
• 3-5 years banking industry experience needed
• Bilingual in English and French is required
• Willingness to pursue RR licensing
• Comprehensive understanding of market trends favored

Utilize your skills and passion for financial planning to make a significant impact in clients’ lives.
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Apply on Kit Job: kitjob.ca/job/2g9lzl

📌 Innovative Wealth Planning Advisor (Canada)
🏢 TD
📍 Canada