Join TD Wealth as a Financial Planner in Terrebonne, Quebec, and empower clients to achieve their financial and life goals. This role emphasizes personalized advice and a commitment to client satisfaction.
As a Financial Planner, you will utilize your experience in the banking sector to offer sophisticated wealth management solutions. Focus on building long-lasting client relationships while supporting a service-oriented culture. Join a team dedicated to excellence and innovation in financial planning.
Key Responsibilities:
• Identify client financial goals and develop comprehensive plans
• Conduct analyses and provide tailored recommendations
• Enhance team success through collaboration and service excellence




• Monitor client service delivery and improve efficiency
• Mentor and guide team members to foster growth
Requirements:
• Financial planner diploma from the Institute of Financial Planning
• Commitment to obtaining Registered Representative licensing
• 3 to 5 years of experience in banking
• Bilingual in English and French
• Excellent relationship-building and problem-solving skills
Leverage your financial planning passion to support clients in their financial endeavors at TD Wealth.
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📌 Experienced Financial Planner in Terrebonne
🏢 TD
📍 Terrebonne