Advance your career with TD Wealth as a Bilingual Financial Planner in Montréal, Quebec. Emphasizing comprehensive financial planning, this role seeks passionate professionals dedicated to client success.

As a Financial Planner, you will leverage your expertise in relationship management and business development to guide mass affluent clients in achieving their financial goals. Your problem-solving skills and entrepreneurial spirit will be essential in building long-term relationships and delivering personalized solutions. This position also requires analyzing financial programs and contributing to departmental goals through dedicated customer service.

Key Responsibilities:
• Identify client’s financial and life goals through comprehensive reviews
• Conduct reporting and draw conclusions from relevant analyses




• Support team goals while enhancing customer service dedication
• Monitor service efficiency and facilitate continuous improvements
• Mentor colleagues and maintain risk management culture

Requirements:
• Financial planner diploma from the Institute of Financial Planning
• Canadian Securities Course or CFA Level 1
• 3-5 years of banking experience
• Bilingual in English and French for client needs
• CIRO license preferred within first 90 days

Excel in financial planning, relationship building, and client consultations with TD Wealth in Montréal.
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📌 Bilingual Financial Planner in Montréal (Quebec City)
🏢 TD
📍 Quebec City