31 Aug
|
Brandt
|
Saskatchewan
31 Aug
Brandt
Saskatchewan
Leverage your financial planning expertise with TD Canada as a Financial Advisor, focused on helping mass affluent clients achieve their goals. Build lasting relationships while providing tailored investment advice and comprehensive reviews.
TD Canada is seeking a skilled Financial Advisor with 3 to 5 years in financial services. You will conduct detailed analyses, monitor service effectiveness, and implement improvements, all while enhancing client relations. Moreover, you’ll stay informed on best practices and emerging trends in the financial industry.
Key Responsibilities:
• Identify client financial and life goals through comprehensive reviews
• Conduct relevant analyses to support informed recommendations
• Strengthen customer service while contributing to team goals
• Monitor productivity and implement improvements continuously
• Mentor and provide direction to team members
Requirements:
• University degree preferred
• 3-5 years in client relationship management
• CSC or CFA Level 1 required before starting
• CPH and RR license within the first 90 days
• CFP designation within the first 3 years
Utilize your financial planning passion to guide TD Canada clients towards successful outcomes.
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📌 Financial Advisor at TD Canada (Saskatchewan)
🏢 Brandt
📍 Saskatchewan