TD Wealth Financial Planner Role (Quebec City)

TD Wealth Financial Planner Role (Quebec City)

18 Aug
|
TD
|
Quebec City

18 Aug

TD

Quebec City

Join TD Wealth as a Financial Planner in Notre-Dame-De-l'Île-Perrot, Quebec. This role emphasizes client-focused financial planning and personalized service to achieve client goals and objectives.

As part of the Financial Planning team at TD Wealth, you will play a critical role in helping affluent clients navigate their financial journey. Identifying client needs and providing personalized solutions is key to driving business success. The workplace supports growth and improvement through continuous learning and relationship building.

Key Responsibilities:
• Conduct comprehensive reviews of clients' financial situations
• Build long-term relationships through expert planning




• Assess program effectiveness and make actionable recommendations
• Enhance team goals with a focus on client service
• Stay updated with industry best practices and trends

Requirements:
• Financial planner diploma from IPF required
• 3 to 5 years in banking or financial advisory
• Bilingual English and French necessary
• Plan to obtain RR licensing with CIRO
• Excellent problem-solving and communication abilities

Use your expertise in financial planning to make a meaningful impact at TD Wealth.
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📌 TD Wealth Financial Planner Role (Quebec City)
🏢 TD
📍 Quebec City

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