TD Wealth seeks a Financial Planner in Terrebonne, Quebec, combining comprehensive advice with bilingual English and French client service.This Financial Planner role supports mass affluent investing clients through personalized financial planning and relationship management. You will identify life and financial goals, provide ongoing services, and develop business opportunities. The position requires banking experience, an IPF diploma, and willingness to obtain CIRO Registered Representative licensing when needed.Key Responsibilities:Identify client life and financial goalsBuild long-term relationships through personalized planningConduct reporting and relevant analysisMake recommendations and assess program effectivenessSupport team goals, service, and continuous improvementsRequirements:Financial planner diploma from the Institute of Financial PlanningThree to five years of banking experienceBilingual English and French communication skillsWillingness to obtain CIRO Registered Representative licensingStrong communication and problem-solving skillsBring financial planning expertise, relationship management, and bilingual service to TD Wealth clients in Terrebonne.

📌 Td Wealth Financial Planner (Terrebonne)
🏢 TD
📍 Terrebonne