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.