At TD Wealth in Pointe Claire, build client relationships through financial planning, data analysis, and bilingual English-French service. This role offers 37.5 hours weekly.
As a Financial Planner, you will guide clients toward financial and life goals while providing investment advice. You will analyze results with data and technology tools, collaborate with colleagues, and manage risk. The position supports TD Wealth clients through relationship building, productivity improvements, and current financial knowledge.
Key Responsibilities: Understand clients' priorities and guide them toward future goals
Analyze data and results using technology tools
Provide financial and investment advice to clients
Collaborate with colleagues to create client experiences
Monitor financial trends,



practices, and risk management
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 of banking or financial services experience preferred
Bring financial planning, relationship building, investment advice, and bilingual communication to TD Wealth clients in Pointe Claire.

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📌 Bilingual Financial Planner TD Wealth (Quebec City)
🏢 The Toronto-Dominion Bank (Canada)
📍 Quebec City