Become a Financial Planning Expert with TD Wealth in Saskatoon, Saskatchewan, and provide exceptional financial advice and planning services to high-value clients. Your role will emphasize relationship growth and comprehensive financial assessments.
In this expert position, you will engage clients in establishing their financial goals while delivering personalized planning solutions. You’ll conduct detailed analysis, mentor peers, and contribute to continuous improvement initiatives within the team. Building a positive service culture will be key in fulfilling client needs.
Key Responsibilities:
• Identify and align client goals with financial planning strategies
• Conduct thorough analyses and assessments for recommendations
• Strengthen team dynamics and contribute to service excellence
• Provide ongoing mentorship to colleagues
• Maintain knowledge of industry trends and regulations
Requirements:
• 3-5 years of relevant financial services experience
• University degree preferred
• CIRO Registered Representative license within 120 days
• CFP designation required within 3 years
• Deep understanding of financial markets and client relations
Drive your career forward while helping clients succeed financially at TD Wealth in Saskatoon.
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