Drive financial success for clients as a Financial Planner at TD Wealth in Winnipeg, Manitoba. Leverage your expertise in financial planning to provide personalized guidance and support.
TD Wealth is seeking a skilled Financial Planner to enhance client relationships and deliver tailored financial advice. With a focus on goals discovery, relationship management, and business development, this role is crucial in helping clients achieve their financial objectives. You will utilize your financial planning expertise to build long-term relationships, perform comprehensive reviews, and contribute to team goals while ensuring exceptional customer service.
Key Responsibilities:
• Identify client life and financial goals thoroughly
• Conduct detailed analyses to guide recommendations
• Build strong,
long-term client relationships
• Monitor service productivity and assess efficiency
• Mentor team members and promote best practices
Requirements:
• University Degree in a related field preferred
• 3-5 years experience in client relationship management
• CIRO Registered Representative license within 120 days
• Achieve Certified Financial Planner designation within 3 years
• Robust understanding of financial regulations and market trends
Utilize your passion for financial planning to build rewarding client relationships at TD Wealth.
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