Support ambitious clients at TD Wealth in Pointe Claire through investment advice, financial analysis, and lasting relationship building. The schedule is 37.5 hours weekly.

This Financial Planner position focuses on understanding client goals and delivering thoughtful guidance. You will use data and technology tools to analyze results, support productivity, and stay current with financial trends. The position suits professionals with banking or financial services experience, regulatory preparation, and robust communication skills.

Key Responsibilities:

- Build relationships by understanding clients' financial priorities
- Guide clients through financial and life goals
- Use data analysis to develop informed recommendations




- Offer investment advice based on client needs
- Keep risk management central to client support

Requirements:

- Institute of Financial Planning financial planner diploma required
- Three to five years of relevant experience preferred
- Canadian Investment Regulatory Exam required before start date
- Readiness to obtain Canadian Investment Regulatory Organization registration
- Bilingual English and French ability required

Apply financial analysis, investment knowledge, and client relationship skills as a Financial Planner with TD Wealth in Quebec.

📌 Investment Advice Financial Planner (Pointe-Claire)
🏢 TD Bank Group
📍 Pointe-Claire