Explore a vital role as a Financial Planner at TD Wealth in Gaspé, Quebec, focusing on delivering personalized financial advice and building client relationships. This chance allows for career development in a agile setting.
You will support mass affluent clients by identifying their financial goals and providing tailored solutions that reflect your financial planning expertise. Your commitment to client success will be foundational in creating loyalty and driving growth for TD Wealth. Engage in mentoring and continuous improvement practices to elevate our service standards.
Key Responsibilities:
• Establish clients' life and financial goals through detailed planning
• Conduct reporting and analysis for effective recommendations
• Drive team objectives while elevating customer service levels
• Monitor and enhance service productivity and efficiency
• Maintain a risk management culture aligned with the organization
Requirements:
• Diploma from the Institute of Financial Planning required
• Canadian Securities Course or CFA Level 1 necessary
• 3 to 5 years of banking experience required
• Bilingual in English and French essential
• CIRO license to be obtained within 90 days
Enhance client financial wellness with strategic planning and advice at TD Wealth in Gaspé.
J-18808-Ljbffr
📌 Td Wealth Financial Planner Role Quebec City
🏢 TD
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.