Become a Senior Financial Planner with TD Wealth in Laval, Quebec. Shape the future of mass affluent client relationships through tailored financial planning and advising. In this role, you'll be key in helping clients set and achieve their financial goals by delivering expert advice and cultivating lasting relationships. Your expertise will drive both client satisfaction and business success as you collaborate with a high-energy team.

Your role also includes thorough program evaluations and efficiency improvements. Key Responsibilities:

- Identify and review client life and financial goals
- Analyze data to inform recommendations and strategies
- Contribute to departmental objectives while enhancing service
- Assess and improve operational productivity regularly
- Provide guidance and mentoring to team members Requirements:
- Financial planner diploma from IPF is mandatory
- Planning to pursue RR licensing with CIRO
- Between 3 to 5 years of banking experience
- Bilingual in English and French essential
- Deep industry knowledge and economic insight required Bring your financial expertise and passion for client service to the TD Wealth team in Laval.

📌 Senior Financial Planner in Laval
🏢 TD
📍 Laval