Serve English- and French-speaking clients as a Financial Planner with TD Wealth in Montréal, Quebec. Build lasting relationships through clear, personalized financial guidance.
TD Wealth is seeking a Financial Planner who cares about clients’ financial and life goals. This chance emphasizes bilingual service, problem-solving, networking, investment advice, and knowledge of industry trends and regulations. You will work independently and collaboratively while contributing to a positive, service-focused team culture. A financial planner diploma and Canadian Investment Regulatory Exam are required before starting.
Key Responsibilities:
- Learn clients’ needs and future financial priorities
- Guide clients throughout their financial planning journey
- Build lasting relationships through clear communication
- Share insights and support teammates when needed
- Keep financial trends, practices, and regulations current
Requirements:
- Required bilingualism in English and French
- Financial planner diploma granted by the Institute of Financial Planning
- Canadian Investment Regulatory Exam completed before start date
- Readiness to register with the Canadian Investment Regulatory Organization
- Three to five years’ banking or financial services experience preferred
Bring bilingual communication, relationship management, investment advice, and financial planning expertise to TD Wealth clients in Montréal.