Drive financial success for clients as a Financial Planner at TD Wealth. Based in Montréal, Quebec, this role emphasizes relationship management and personalized financial advice. Join TD Wealth's renowned Financial Planning team, where you'll leverage your banking experience to help clients set and achieve their financial aspirations.

Your skills in problem-solving and mentorship will be vital in enhancing client satisfaction and team performance. Collaborate on strategic wealth plans that cater to unique client needs, ensuring a legendary service experience. Key Responsibilities:

- Assess and guide clients towards their financial milestones
- Perform detailed analysis to support wealth strategies
- Contribute to team success and improve customer engagements




- Monitor service effectiveness and enhance operational efficiency
- Mentor junior colleagues and foster a supportive culture Requirements:
- IPF diploma required before start
- Completion of Canadian Securities Course or CFA Level 1 necessary
- 3 to 5 years in banking or financial services
- Bilingual (English and French) needed for client support
- Understanding of risk management practices required Utilize your entrepreneurial spirit and financial acumen to nurture client relationships within TD Wealth's vibrant workplace.

📌 TD Wealth Financial Planning Expert (Montreal)
🏢 TD
📍 Montreal