Build client relationships and deliver financial advice as a Financial Planner with TD Wealth in Montréal, Quebec. Use data and technology tools to support informed recommendations.

This Financial Planner role serves driven, ambitious clients through personalized guidance and relationship building. You will analyze results, provide investment advice, collaborate with teammates, and support productivity improvements. The position also requires awareness of financial trends, best practices, and risk management. TD Wealth values transparent communication, problem-solving, and service-focused client experiences in its Montréal practice.

Key Responsibilities:

- Understand clients’ priorities and guide their financial goals
- Analyze data and results using technology tools
- Provide informed financial and investment advice




- Collaborate with teammates to create strong client experiences
- Monitor risk while improving productivity and work practices

Requirements:

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

Apply financial planning, relationship building, data analysis, and risk management skills with TD Wealth in Montréal.

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