Drive client success as a Senior Financial Planner at TD Wealth in Gatineau, Quebec. Use your financial planning skills to help clients achieve their financial and life goals.

As part of TD Wealth's Financial Planning team, your role involves identifying client objectives and providing personalized financial solutions. With your expertise, you’ll foster long-lasting client relationships while contributing to team success through outstanding service. The role requires 3 to 5 years of banking experience and knowledge of financial regulations, with bilingualism in English and French being essential.

Key Responsibilities:
• Build long-term relationships with clients through planning
• Analyze relevant data for informed client recommendations




• Collaborate to meet team and customer service goals
• Monitor departmental efficiency and areas for improvement
• Mentor team members and share financial insights

Requirements:
• Financial planner diploma from IPF prior to starting
• Willingness to gain Registered Representative licensing
• 3 to 5 years of banking experience
• Bilingual in English and French
• Solid understanding of industry and market dynamics

Leverage your expertise in financial planning at TD Wealth to empower clients in Gatineau.
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📌 Senior Financial Planner in Gatineau (Quebec City)
🏢 TD
📍 Quebec City