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About the Role
Elevate your career in financial planning with TD Wealth in Kirkland, Quebec. As a Financial Planner, deliver personalized advice while helping clients achieve their financial objectives.
Join TD Wealth’s dynamic Financial Planning team, where your role is to assist clients in setting and achieving their financial goals. You will conduct comprehensive reviews, build lasting client relationships, and report on program effectiveness. Your expertise will contribute to team goals and enhance customer service across the organization.
Key Responsibilities:
• Identify client life and financial goals effectively
• Conduct reporting and analysis for informed recommendations
• Strengthen client relationships with legendary service
• Monitor service quality and implement process improvements
• Mentor team members while managing risk and controls
Requirements:
• Diploma in Financial Planning from IPF
• Canadian Securities Course (CSC) or CFA Level 1
• 3 to 5 years ...
Join TD Wealth’s dynamic Financial Planning team, where your role is to assist clients in setting and achieving their financial goals. You will conduct comprehensive reviews, build lasting client relationships, and report on program effectiveness. Your expertise will contribute to team goals and enhance customer service across the organization.
Key Responsibilities:
• Identify client life and financial goals effectively
• Conduct reporting and analysis for informed recommendations
• Strengthen client relationships with legendary service
• Monitor service quality and implement process improvements
• Mentor team members while managing risk and controls
Requirements:
• Diploma in Financial Planning from IPF
• Canadian Securities Course (CSC) or CFA Level 1
• 3 to 5 years ...
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