Elevate your career with TD Wealth in Notre-Dame-De-l'Île-Perrot, Quebec. This role focuses on delivering personalized financial planning and advice to mass affluent clients in a agile environment. Join TD Wealth as a Financial Planner, where you will leverage comprehensive financial planning skills to help clients meet their financial goals.

In this key role, you'll establish client relationships, conduct thorough analyses, and implement effective strategies to enhance client satisfaction and loyalty. Key Responsibilities:

- Identify clients' financial goals and provide personalized advice
- Conduct relevant financial analysis and reporting
- Collaborate to achieve team targets and enhance service quality
- Monitor productivity and implement ongoing improvements
- Stay informed on industry trends and best practices

Requirements:

- Financial planner diploma from the IPF required
- 3 to 5 years of banking experience needed
- Bilingual in English and French essential
- Willingness to obtain Registered Representative licensing

Utilize your financial planning passion to make an impact at TD Wealth and support clients in achieving their life goals.

📌 Financial Planner at TD Wealth (Notre-Dame-de-l'Île-Perrot)
🏢 The Toronto-Dominion Bank (Canada)
📍 Notre-Dame-de-l'Île-Perrot