08 Nov
|
TD Bank Group
|
Quebec City
08 Nov
TD Bank Group
Quebec City
Use financial analysis and client guidance as a Financial Planner with TD Wealth in Chicoutimi, Quebec. This full time, office focused role serves local clients.
As a Financial Planner, you will understand client priorities, analyze data with technology tools, and provide informed financial advice. You will build relationships, support business development, and contribute to TD Wealth’s service focused team. Bilingual English and French communication is required for community clients.
Key Responsibilities:
- Understand clients’ priorities and future financial goals
- Analyze data and results using technology tools
- Provide financial advice suited to client needs
- Build relationships and develop recent business opportunities
- Keep risk management central to client service
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Canadian Investment Regulatory Exam required before starting
- Bilingual English and French communication skills
- Three to five years’ banking or financial services experience preferred
- Ready to register with the Canadian Investment Regulatory Organization
Bring financial planning, bilingual communication, and relationship-building skills to TD Wealth clients in Chicoutimi, Quebec.
📌 Financial Planner Chicoutimi Quebec (Quebec City)
🏢 TD Bank Group
📍 Quebec City