Experienced Financial Planner at TD Wealth
T
TD
📍 gaspé, gaspésie–îles-de- a madeleine, Canada
Job Description
Elevate your financial advisory career at TD Wealth as an Experienced Financial Planner located in Gaspé, Quebec. In this essential role, you will enhance client satisfaction through personalized financial planning expertise.
This position seeks seasoned professionals with strong banking backgrounds to assist clients in achieving their financial objectives. You will build enduring client relationships, contribute to a high-performing team, and address the unique needs of affluent clients through tailored solutions and advice.
Key Responsibilities:
• Conduct comprehensive financial reviews for clients
• Analyze financial data to provide strategic recommendations
• Strengthen customer service while achieving team objectives
• Evaluate service productivity and enhance efficiency
• Stay updated on industry trends and best practices
Requirements:
• Financial planner diploma required prior to start
• Canadian Securities Course or CFA Level 1 needed
• 3 to 5 y...
This position seeks seasoned professionals with strong banking backgrounds to assist clients in achieving their financial objectives. You will build enduring client relationships, contribute to a high-performing team, and address the unique needs of affluent clients through tailored solutions and advice.
Key Responsibilities:
• Conduct comprehensive financial reviews for clients
• Analyze financial data to provide strategic recommendations
• Strengthen customer service while achieving team objectives
• Evaluate service productivity and enhance efficiency
• Stay updated on industry trends and best practices
Requirements:
• Financial planner diploma required prior to start
• Canadian Securities Course or CFA Level 1 needed
• 3 to 5 y...