TD Wealth Financial Planner (Quebec City)

TD Wealth Financial Planner (Quebec City)

18 Sep
|
TD Bank Group
|
Quebec City

18 Sep

TD Bank Group

Quebec City

Pursue a rewarding career as a Financial Planner at TD Wealth in Gaspé, Quebec. Focus on nuanced client interactions while crafting strategic financial recommendations.

TD Wealth invites you to apply for the position of Financial Planner, where you'll partner with clients to understand their financial objectives and deliver personalized services. This role emphasizes the importance of teamwork in creating effective financial solutions, all while fostering a culture of continuous improvement. You will also have the prospect to mentor others in the field.

Key Responsibilities:
• Build lasting relationships through client engagement
• Perform comprehensive financial reviews for clients
• Drive collaboration within the financial planning team




• Monitor and improve service delivery standards
• Stay informed about financial planning trends

Requirements:
• Financial planner diploma from IPF mandatory
• 3-5 years of experience in the banking sector preferred
• Open to obtaining RR licensing
• Bilingual in English and French required
• Strong communication and problem-solving skills

Support clients in reaching their financial and life goals with tailored advice and exceptional service.
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📌 TD Wealth Financial Planner (Quebec City)
🏢 TD Bank Group
📍 Quebec City

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