Serve TD Wealth clients in Montréal as a bilingual Financial Planner using relationship-building and financial analysis skills. The schedule totals 37.5 hours weekly.
This Financial Planner role helps clients clarify priorities, pursue future goals, and receive informed financial guidance. You will analyze results with data and technology tools, collaborate with colleagues, and maintain awareness of financial trends, best practices, risk management, regulations, and client needs.
Key Responsibilities: Understand clients’ priorities, goals, and future plans
Guide clients through financial planning decisions
Analyze data and results using technology tools
Collaborate with teams to improve client experiences




Identify productivity and work process improvements
Requirements: Financial planner diploma from the Institute of Financial Planning
Bilingual English and French communication skills
Canadian Investment Regulatory Exam completed before starting
Eligibility for Canadian Investment Regulatory Organization registration
Three to five years’ banking experience preferred
Bring bilingual communication, financial analysis, and relationship-building skills to support TD Wealth clients as a Financial Planner in Montréal.

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📌 Bilingual Financial Planner Montréal (Quebec City)
🏢 TD Bank Group
📍 Quebec City