Join TD for an insightful virtual career event focused on financial planning. Connect with leaders and learn how to develop a fulfilling financial career.
Open to candidates in Atlantic Canada, this webinar features Kathy Sleiman and other TD experts discussing the financial planning landscape at TD Wealth. This engaging opportunity will enlighten you about the independence, flexibility, and skilled growth possible in financial planning. Participants can expect to ask questions, learn business insights, and discover the resources available for their career advancement.
Key Responsibilities:
• Understand clients' financial goals and deliver expert advice
• Analyze financial plans for effectiveness and improvement
• Work collaboratively to achieve team objectives
• Monitor and enhance service delivery for efficiency
• Engage in a culture of continuous improvement and risk management
Requirements:
• Relevant Bachelor’s degree preferred
• 3–5 years in client relationship management
• Willingness to pursue RR licensing
• Plan to achieve CFP designation
• Proficiency in mentoring and supporting peers
Explore your potential in financial planning by participating in this interactive TD event.
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📌 Virtual Career Event: Financial Planning at TD (Nova Scotia)
🏢 TD Bank Group (TD)
📍 Nova Scotia
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