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 adviceConduct relevant financial analysis and reportingCollaborate to achieve team targets and enhance service qualityMonitor productivity and implement ongoing improvementsStay informed on industry trends and best practicesRequirements:Financial planner diploma from the IPF required3 to 5 years of banking experience neededBilingual in English and French essentialWillingness to obtain Registered Representative licensingUtilize 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