Apply on Kit Job: kitjob.ca/job/2g9m9z

Drive success in financial planning as a Financial Planner focusing on client engagement.

Help clients define and achieve their financial and life goals with expert advice.

You'll be responsible for understanding client needs, conducting thorough reviews, and fostering strong relationships.

Your analytical mindset will guide you in reporting and making informed recommendations to improve service effectiveness regularly.

Team contribution and mentorship are key to thriving in this setting.

Key Responsibilities:
• Identify clients' financial and life goals effectively
• Conduct analysis and reporting to provide insights
• Contribute to team goals while enhancing customer service
• Monitor and improve service productivity continuously




• Help cultivate a positive team culture through collaboration

Requirements:
• Financial Planner diploma from IPF is essential
• 3 to 5 years banking experience is required
• Proficiency in both English and French mandatory
• Must pursue RR licensing if not currently licensed
• Strong communication abilities for relationship building

Utilize your planning and analytical skills to foster meaningful client relationships and enhance service delivery in this dynamic role.
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Apply on Kit Job: kitjob.ca/job/2g9m9z

📌 Financial Planner with Client Focus (Canada)
🏢 TD
📍 Canada