Financial Planner at TD Wealth (Quebec City)

Financial Planner at TD Wealth (Quebec City)

03 Oct
|
The Toronto-Dominion Bank (Canada)
|
Quebec City

03 Oct

The Toronto-Dominion Bank (Canada)

Quebec City

Elevate your financial career with TD Wealth as a Financial Planner in Gatineau, Quebec. Provide personalized financial advice while helping clients achieve their life goals.

TD Wealth is seeking a Financial Planner to build long-term relationships through financial expertise. This role requires a financial planner diploma and 3 to 5 years of banking experience. Bilingualism in English and French is essential for serving our diverse clients in the community.

Key Responsibilities:
• Identify and assess client's financial and life goals
• Conduct reporting and relevant analysis for decision-making
• Strengthen customer service through team contributions
• Monitor service efficiency and implement improvements
• Provide mentorship and apply financial expertise

Requirements:
• Financial planner diploma from the Institute of Financial Planning
• Willingness to obtain RR licensing with CIRO
• 3 to 5 years of banking experience
• Bilingual in English and French
• Deep understanding of industry trends

Drive client success through dedicated financial planning expertise with TD Wealth in Gatineau.
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📌 Financial Planner at TD Wealth (Quebec City)
🏢 The Toronto-Dominion Bank (Canada)
📍 Quebec City

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