Bilingual Financial Planner in Saint-Eustache

Location: Saint-Eustache

Become a Bilingual Financial Planner at TD Wealth in Saint-Eustache, Québec, providing strategic advice to mass-affluent clients. Use your banking experience to help clients achieve their financial goals.

At TD Wealth, you will leverage 3 to 5 years of relevant banking experience as a Financial Planner. The position involves in-depth client assessments and delivering tailored financial insights. You will also play a mentoring role within a collaborative team, enhancing both client satisfaction and service productivity.

Key Responsibilities:

• Identify and assess clients' financial and life goals

• Conduct comprehensive reviews and tailor recommendations

• Build and strengthen client relationships consistently

• Analyze service productivity to inform enhancements

• Keep informed on industry trends and best practices

Requirements:

• IPF Financial Planner diploma is essential

• Intent to obtain RR licensing if required

• 3 to 5 years of relevant banking experience

• Bilingual in both French and English

• Strong independent and collaborative working skills

Your commitment to financial planning will empower clients at TD Wealth.
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