Drive client success as a Financial Planner for TD Wealth in Notre-Dame-De-l'Île-Perrot, Quebec. Your role will focus on personalized financial planning and enhancing client relationships.
TD Wealth is looking for a skilled Financial Planner to provide comprehensive services to mass affluent clients. This position combines relationship management with a wealth of knowledge in financial planning and investment strategies. You will help clients establish their financial goals while ensuring a legendary customer experience.
Key Responsibilities:
• Identify clients' financial objectives and provide tailored strategies
• Execute analysis to inform financial recommendations
• Collaborate to reach team and customer service goals
• Monitor and improve service efficiency continually
• Share expertise and mentor colleagues in financial practices
Requirements:
• Financial planner diploma from IPF required
• 3 to 5 years of banking or finance experience
• Bilingual English and French is essential
• Willing to achieve RR licensing with CIRO
• Solid interpersonal skills for client relationship building
Bring your passion for financial planning to TD Wealth and empower clients to meet their life goals.
#J-18808-Ljbffr