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. #J-18808-Ljbffr

📌 Financial Planner at TD Wealth (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg