Shape the future of banking as a Senior Financial Planner at TD Wealth. Deliver strategic financial planning services while building robust client relationships.
In this senior role, you will cater to the needs of mass affluent clients by providing comprehensive financial advice and solutions. Your ability to identify life goals and deliver personalized recommendations will not only drive client success but also enhance team performance within a supportive environment.
Key Responsibilities:
• Deliver tailored financial planning for clients
• Conduct thorough financial reviews and assessments
• Analyze program effectiveness to guide recommendations
• Foster team goals and enhance customer service experience
• Lead initiatives for continuous service improvement
Requirements:
• Preferred university degree
• 3-5 years of experience in financial advising
• CIRO Registered Representative license required
• CFP certification within three years of hire
• Networking capabilities for business development
Join TD Wealth to pursue your passion for financial planning, creating valuable client relationships that foster growth.
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📌 Senior Financial Planner with TD Wealth (Victoria)
🏢 Canadian CHAMBER OF COMMERCE
📍 Victoria