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.

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