Accounting & Finance

Wealth Planner for Ambitious Clients – Montreal

TD

Montreal (Administrative Region) · Qc · Canada

TD Wealth Montreal is seeking a Financial Planner to work with clients, analyze data, and provide smart investment advice while building lasting client relationships. You will collaborate with a team in a service-focused culture and stay current with financial trends to help clients achieve their goals. Requirements include IPF diploma, bilingual English/French, and CIRE.

A Bachelor's degree is a plus. You may need to become CIRO-registered if not already.

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Reference: WJ-3875_12860772

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