Launch your career with TD Wealth as a Financial Planner in Montréal, Québec. Engage with ambitious clients while utilizing your skills in investment advice and financial analysis. This full-time role at TD Wealth requires a Financial Planner diploma and expertise in relationship building.

In this position, you will work closely with clients to understand their aspirations while collaborating with your team. Continuous learning and keeping up with industry trends are vital aspects of success in this role. Key Responsibilities:

- Understand client financial goals and provide tailored advice
- Analyze data using contemporary tech tools to deliver insights
- Collaborate with team members to enhance client experiences
- Implement best practices in risk management for client safety
- Stay updated on financial regulations and industry changes

Requirements:

- Financial Planner diploma required before starting
- Bilingualism in English and French essential
- 3–5 years in banking or financial services preferred
- Canadian Investment Regulatory Exam (CIRE) needed
- Must register with CIRO prior to employment

Utilize your financial planning expertise to empower clients and excel at TD Wealth in Montréal.

📌 Financial Planner in Montréal (Montreal)
🏢 TD Bank Group
📍 Montreal