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 solid 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.

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📌 Investment Advice Financial Planner (Quebec City)
🏢 TD Bank Group
📍 Quebec City