Financial planning and relationship management define this TD Wealth chance in Aylmer, Quebec, serving clients through personalized advice and ongoing service.
As a Financial Planner, you will identify life and financial goals, conduct comprehensive reviews, and build long-term client relationships. The position emphasizes analysis, recommendations, business development, and customer service. You will also contribute to team goals while maintaining risk management and control.
Key Responsibilities:
- Identify client life and financial goals
- Build relationships through financial planning expertise
- Conduct reporting and relevant analysis
- Make recommendations and assess program effectiveness
- Monitor service, productivity, and efficiency
Requirements:
- Financial planner diploma from the Institute of Financial Planning
- Three to five years of banking experience
- Bilingual English and French communication skills
- Willingness to obtain Registered Representative licensing
- Knowledge of financial planning and regulatory environments
Apply financial planning, analysis, and relationship-building expertise while supporting personalized TD Wealth service for Aylmer clients.