Empower clients with financial planning expertise at TD, a top global bank. This part time Financial Planner role focuses on relationship building and delivering tailored advice.
TD is looking for a part time Financial Planner with 3–5 years of banking experience. In this role, you’ll partner with clients, perform in-depth financial reviews, and contribute to business growth through your strategic insights. Your dedication to holistic financial advice will enhance client experiences and build lasting relationships.
Key Responsibilities: • Build strong, trust-based client relationships • Conduct detailed financial reviews and assessments • Mentor colleagues to elevate team performance • Monitor service delivery and identify improvement areas • Stay updated on industry trends and best practices
Requirements: • 3-5 years in banking services preferred • Willingness to obtain CIRO licensing • Commitment to achieving CFP designation • Excellent communication and interpersonal skills • Proven business development experience
Leverage your financial expertise to make a significant impact on clients' lives as a Financial Planner at TD. #J-18808-Ljbffr
📌 Financial Planner - Part Time at TD (Wingham)
🏢 Superprof
📍 Wingham
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.