Serve English- and French-speaking clients as a Financial Planner with TD Wealth in Montréal, Quebec. Build lasting relationships through explicit, personalized financial guidance.
TD Wealth is seeking a Financial Planner who cares about clients’ financial and life goals. This opportunity 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.