Financial planning and client relationships define this TD Wealth prospect in Montréal, supporting clients with data, technology, and practical advice. Bilingualism is required.
As a Financial Planner, you will understand clients’ priorities, guide future goals, and provide investment advice. The position emphasizes analysis, risk management, productivity improvement, and current financial trends. You will collaborate with colleagues while creating a service-focused client experience and supporting business development.
Key Responsibilities: Understand clients’ needs, priorities, and future goals
Analyze data and results using technology tools
Provide financial and investment advice to clients
Manage risk while protecting clients and TD




Share insights and improve productivity with teammates
Requirements: Institute of Financial Planning diploma before starting
English and French bilingualism required
Canadian Investment Regulatory Exam before starting
Registration with Canadian Investment Regulatory Organization
Three to five years’ banking experience preferred
Apply financial analysis, relationship building, and risk management expertise as a bilingual Financial Planner with TD Wealth in Montréal.

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