Elevate your career as a Financial Planner with TD Wealth in Notre-Dame-De-l'Île-Perrot, Quebec. Focus on providing comprehensive financial advice and building lasting client relationships in a supportive environment.

TD Wealth is seeking an accomplished professional to join their financial planning team. You will help mass affluent clients define their financial goals and provide tailored advice. This role emphasizes relationship management and requires knowledge in investment strategies and financial regulations.

Key Responsibilities:
• Identify and assess clients' financial goals
• Conduct detailed reporting and analyses for recommendations
• Strengthen customer service through effective planning
• Monitor service efficiency and implement improvements
• Mentor teammates and guide them in financial practices

Requirements:
• Financial planner diploma from IPF required
• 3 to 5 years of banking experience
• Bilingual in English and French needed
• Willingness to obtain RR licensing with CIRO
• Solid communication skills for client interactions

Leverage your passion for financial planning and drive to help clients achieve their life goals with TD Wealth.
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📌 Financial Planner at TD Wealth (Quebec City)
🏢 TD
📍 Quebec City