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. #J-18808-Ljbffr

📌 Bilingual Financial Planner in Montréal (Montreal)
🏢 TD
📍 Montreal