Financial Planner - Kirkland
T
TD
📍 kirkland, montreal (administrative region), Canada
Job Description
Position
Financial Planner – TD Wealth
Location and Hours
- Work Location: Kirkland, Quebec, Canada
- Hours: 37.5 per week
- Line of Business: TD Wealth
- Pay: CAD 70,000 – CAD 70,000, commission‑based earnings available
Job Description
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience.
Responsibilities
- Identify client life and financial goals, provide comprehensive reviews and build long‑term relationships.
- Conduct reporting and analysis to draw conclusions, make recommendations and continually assess program effectiveness.
- Contribute to team and depar...