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Financial Planner at TD

Compensation

CA$70,000/yr

Location
Montreal, Quebec
Type
Full-time

Description

TD Wealth is seeking an experienced Financial Planner to join their team in Montréal, Quebec, Canada. The role focuses on wealth planning, asset protection, and providing personalized advice to affluent clients. Responsibilities include determining financial objectives, conducting assessments, building long-term relationships, analyzing data, producing reports, and recommending strategies. The ideal candidate will have a passion for financial planning, possess an entrepreneurial mindset for business development, and demonstrate excellent interpersonal and communication skills.

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