TD Wealth Client Financial Advisor
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Build lasting client relationships at TD Wealth in Montréal as a Financial Planner focused on clear advice, financial goals, and service.
As a Financial Planner, you will learn what matters to clients and guide them toward their financial and life goals. The work combines investment advice, problem-solving, networking, business development, and collaboration. You will also monitor industry trends, regulations, and risk while contributing ideas that improve productivity.
Key Responsibilities:
- Build relationships with clients and understand their needs
- Offer informed investment advice and financial guidance
- Network, develop business, and close deals
- Share insights and support teammates collaboratively
- Keep current with financial trends and regulations
Requirements:
- Financial planner diploma granted by the Institute of Financial Planning
- English and French bilingualism required for client service
- Canadian Investment Regulatory Exam required before start date
- Readiness to register with Canadian Investment Regulatory Organization
- Bachelor's degree considered an asset
Use relationship-building, investment advice, and problem-solving abilities to help TD Wealth clients pursue meaningful financial goals.
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