Gain insight into a rewarding Financial Planner career at TD Wealth during our invite-only event in Burlington on September 24th. Meet leaders and discover your fit in financial advising.
This exclusive event welcomes candidates eager to develop their skills in financial planning and client relationship management. If you have 3-5 years of experience in banking, this role offers a unique chance to build a client portfolio and provide tailored advice. We are focused on fostering an engaging workplace and supporting career growth.
Key Responsibilities:
• Partner with clients to understand and achieve their financial goals
• Conduct comprehensive financial reviews and provide guidance
• Leverage insights to suggest financial program improvements
• Collaborate with team members to enhance service excellence
• Maintain knowledge of industry trends and regulations
Requirements:
• Preferred Bachelor’s degree
• 3–5 years related banking experience
• Willingness to obtain RR licensing
• Commitment to CFP designation within 3 years
• Excellent communication and networking abilities
Join TD Wealth as a Financial Planner, making an impact on client aspirations.
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📌 Career Event for Financial Planners (Brampton)
🏢 TD
📍 Brampton