Drive client success as a Financial Planner for TD Wealth in Notre-Dame-De-l'Île-Perrot, Quebec.

Your role will focus on personalized financial planning and enhancing client relationships. TD Wealth is looking for a skilled Financial Planner to provide comprehensive services to mass affluent clients. This position combines relationship management with a wealth of knowledge in financial planning and investment strategies. You will help clients establish their financial goals while ensuring a legendary customer experience. Key Responsibilities:
Identify clients' financial objectives and provide tailored strategies
Execute analysis to inform financial recommendations
Collaborate to reach team and customer service goals
Monitor and improve service efficiency continually
Share expertise and mentor colleagues in financial practices Requirements:
Financial planner diploma from IPF required
3 to 5 years of banking or finance experience
Bilingual English and French is essential
Willing to achieve RR licensing with CIRO
Solid interpersonal skills for client relationship building Bring your passion for financial planning to TD Wealth and empower clients to meet their life goals.

📌 Wealth Management Financial Planner Notre Dame De L'île Perrot (Notre-Dame-de-l'Île-Perrot)
🏢 TD
📍 Notre-Dame-de-l'Île-Perrot