16 Sep
|
TD Bank Group
|
Quebec City
16 Sep
TD Bank Group
Quebec City
Join TD Wealth as a Financial Planner in Gaspé, Quebec and thrive in a client-focused environment. Enhance client relationships while leveraging data-driven insights for optimal financial planning.
In this pivotal role, you will be responsible for managing client relationships, conducting financial reviews, and providing tailored investment advice. Your focus on collaboration will help achieve shared objectives while enhancing clients' experience through personalized support. This position offers the chance to mentor colleagues and champion a culture of excellence.
Key Responsibilities:
• Conduct detailed financial reviews with clients
• Utilize insights for developing financial strategies
• Collaborate with team members for service excellence
• Identify operational efficiency opportunities
• Mentor colleagues and share financial expertise
Requirements:
• Diploma in financial planning from IPF required
• 3-5 years of relevant banking experience preferred
• Must be willing to obtain RR licensing
• Bilingual in English and French required
• Solid interpersonal skills and client focus
Make a significant impact in clients' financial journeys.
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📌 Gaspé Financial Planner Role (Quebec City)
🏢 TD Bank Group
📍 Quebec City