TD Wealth seeks a Financial Planner in Terrebonne, Quebec, combining comprehensive advice with bilingual English and French client service.
This Financial Planner role supports mass affluent investing clients through personalized financial planning and relationship management. You will identify life and financial goals, provide ongoing services, and develop business opportunities. The position requires banking experience, an IPF diploma, and willingness to obtain CIRO Registered Representative licensing when needed.
Key Responsibilities: Identify client life and financial goals
Build long-term relationships through personalized planning
Conduct reporting and relevant analysis
Make recommendations and assess program effectiveness
Support team goals, service, and continuous improvements
Requirements: Financial planner diploma from the Institute of Financial Planning
Three to five years of banking experience
Bilingual English and French communication skills
Willingness to obtain CIRO Registered Representative licensing
Robust communication and problem-solving skills
Bring financial planning expertise, relationship management, and bilingual service to TD Wealth clients in Terrebonne.

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📌 TD Wealth Financial Planner (Quebec City)
🏢 TD
📍 Quebec City