TD Wealth Financial Planner Opportunity
Location
montreal (administrative region), qc
Job Type
Full-time
Category
Other-General
Posted
June 09, 2026
Elevate your financial advisory career with TD Wealth in Montréal, Quebec. This Financial Planner role is key to driving clients' success in wealth management through personalized strategies.
As a Financial Planner at TD Wealth, you will engage with mass affluent clients, creating tailored financial plans that foster long-term relationships. You will conduct comprehensive reviews and analyses that enhance client outcomes while collaborating in a high-performing team.
Key Responsibilities:
• Build financial plans aligned with client goals and needs
• Analyze results to inform service improvements
• Monitor service levels and enhance productivity
• Guide and mentor team members in financial practices
• Foster a compliant and efficient risk management culture
Requirements:
• Financial planner diploma from IPF needed before hire
• Canadian Securities Course or CFA Level 1 required
• 3 to 5 years of relevant banking experience
• Must be bilingual (English...
As a Financial Planner at TD Wealth, you will engage with mass affluent clients, creating tailored financial plans that foster long-term relationships. You will conduct comprehensive reviews and analyses that enhance client outcomes while collaborating in a high-performing team.
Key Responsibilities:
• Build financial plans aligned with client goals and needs
• Analyze results to inform service improvements
• Monitor service levels and enhance productivity
• Guide and mentor team members in financial practices
• Foster a compliant and efficient risk management culture
Requirements:
• Financial planner diploma from IPF needed before hire
• Canadian Securities Course or CFA Level 1 required
• 3 to 5 years of relevant banking experience
• Must be bilingual (English...