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 solid,
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
- Strong understanding of financial regulations and market trends Utilize your passion for financial planning to build rewarding client relationships at TD Wealth.
📌 Wealth Financial Planner in Winnipeg
🏢 TD
📍 Winnipeg