Build client relationships and deliver financial advice as a Financial Planner with TD Wealth in Montréal, Quebec, Canada. Bilingual English and French service is required.

This Financial Planner role supports driven clients pursuing financial and life goals. You will analyze data, use technology tools, provide investment advice, and help create a positive client experience. TD seeks candidates with three to five years in banking or financial services, especially relationship-building experience.

Key Responsibilities:

- Understand clients’ priorities and guide them toward future goals
- Analyze data and results using financial technology tools
- Provide advice that supports informed client decisions
- Collaborate with teammates to improve client experiences




- Monitor risk management while serving clients and the company

Requirements:

- Financial planner diploma from the Institute of Financial Planning
- Bilingual English and French communication skills required
- Canadian Investment Regulatory Exam completed before starting
- Eligibility for Canadian Investment Regulatory Organization registration
- Three to five years in banking or financial services preferred

Bring bilingual communication, relationship-building, data analysis, and investment advice skills to TD Wealth’s Montréal clients.

📌 Financial Planner TD Wealth Montréal (Canada)
🏢 TD
📍 Canada