Shape wealth strategies as a Financial Planner at TD Wealth in Saint-Eustache, Québec. This full-time role is focused on helping clients achieve their financial ambitions through expert guidance. You will be responsible for understanding clients’ needs and developing comprehensive financial plans.

The position requires solid analytical skills, effective communication, and the ability to build long-lasting client relationships. TD Wealth provides a supportive environment where innovation and collaboration are encouraged.

Key Responsibilities

• Identify and analyze clients' financial and life goals
• Deliver tailored financial advice and solutions
• Cultivate long-term client relationships
• Conduct productivity assessments for continuous improvement
• Share insights and mentor team members on best practices

Requirements

• Financial planner diploma from the IPF is mandatory
• 3 to 5 years of expe...