Wealth Planner: Build Client Goals & Financial Plans

TD Bank
Full-time kirkland, montreal (administrative region) Finance
Posted:
June 06, 2026
Location:
kirkland, montreal (administrative region), Canada

Job Description

A leading financial institution in Kirkland is seeking a Financial Planner. This role involves identifying clients' financial goals, providing personalized planning, and building long-term relationships. The ideal candidate has 3 to 5 years of banking experience, a financial planning diploma, and is bilingual in English and French. Competitive compensation and opportunities for professional growth are offered.
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Job Overview

Job Type: Full-time
Location: kirkland, Canada
Posted: June 06, 2026
Deadline: July 16, 2026