Elevate your career as a Financial Planner with TD Wealth in Gaspé, Quebec. Your role focuses on client relationship management, comprehensive financial analysis, and strategic guidance.

TD Wealth is seeking a Financial Planner to engage clients and help them navigate their financial journeys. You will conduct thorough financial reviews, develop data-driven recommendations, and ensure long-term client satisfaction through ongoing service. This position presents a chance to collaborate with a committed team dedicated to enhancing client experiences and driving continuous improvement.

Key Responsibilities:
• Partner with clients to identify financial goals
• Conduct in-depth financial assessments for clients
• Collaborate with team members to enhance client services




• Monitor productivity and recommend efficiency improvements
• Stay updated on industry trends and best practices

Requirements:
• Financial planning diploma from the IPF required
• 3-5 years of banking services experience preferred
• Willingness to obtain RR licensing with CIRO
• Bilingual in English and French required
• Passion for financial planning and client relationships

Drive financial success for clients with personalized advice and a commitment to service excellence.
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📌 Financial Planner at TD Wealth (Quebec City)
🏢 TD Bank Group
📍 Quebec City