06 Nov
|
TD Bank Group
|
Quebec City
06 Nov
TD Bank Group
Quebec City
Build lasting client relationships at TD Wealth in Montréal as a Financial Planner focused on explicit advice, financial goals, and service.
As a Financial Planner, you will learn what matters to clients and guide them toward their financial and life goals. The work combines investment advice, problem-solving, networking, business development, and collaboration. You will also monitor industry trends, regulations, and risk while contributing ideas that improve productivity.
Key Responsibilities: Build relationships with clients and understand their needs
Offer informed investment advice and financial guidance
Network, develop business, and close deals
Share insights and support teammates collaboratively
Keep current with financial trends and regulations
Requirements: Financial planner diploma granted by the Institute of Financial Planning
English and French bilingualism required for client service
Canadian Investment Regulatory Exam required before start date
Readiness to register with Canadian Investment Regulatory Organization
Bachelor’s degree considered an asset
Use relationship-building, investment advice, and problem-solving abilities to help TD Wealth clients pursue meaningful financial goals.
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📌 TD Wealth Client Financial Advisor (Quebec City)
🏢 TD Bank Group
📍 Quebec City