Explore financial planning pathways with TD Wealth in this virtual event. Engage with industry leaders and discover how to shape your professional future from home.
This event is tailored for candidates in Atlantic Canada, particularly in Newfoundland and Labrador, Prince Edward Island, Nova Scotia, or New Brunswick. Whether you're an experienced Financial Planner or a banking professional looking to transition into financial planning, this is an opportunity to gain invaluable insights. You will learn about potential growth opportunities and flexibility while connecting with experts and peers in a supportive environment.
Key Responsibilities:
• Build strong client relationships and provide tailored financial advice
• Conduct detailed financial reviews to meet client objectives
• Collaborate with the team to enhance client experience
• Stay updated on industry trends and best practices
• Contribute to a positive workplace culture and support colleagues
Requirements:
• Bachelor’s degree or higher preferred
• 3–5 years experience in banking or financial services
• Willingness to obtain RR licensing with CIRO
• Commitment to achieve CFP designation
• Experience mentoring and guiding colleagues
Shape your career in financial planning with TD Wealth and join this informative virtual session.
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📌 Financial Planner Webinar by TD Wealth (Nova Scotia)
🏢 TD Bank Group (TD)
📍 Nova Scotia
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