Financial Planner at TD in Saint-Eustache

Position: Financial Planner Role at TD in Saint-Eustache
Location: Saint-Eustache

Elevate your career with TD in Saint-Eustache as a Financial Planner dedicated to personalized wealth management. Utilize your expertise to help clients achieve their financial aspirations with tailored planning.

This full-time Financial Planner position requires 3 to 5 years of banking experience, offering a chance to engage with mass affluent clients. You will leverage your relationship management skills and financial planning knowledge to provide comprehensive reviews and build long-term connections. Join a supportive team that emphasizes client service and continuous improvement.

Key Responsibilities:

• Identify clients' financial goals and create detailed plans

• Conduct analyses and make informed recommendations

• Build and maintain strong relationships through effective communication

• Monitor service productivity and implement improvements

• Foster a culture of risk management and control

Requirements:

• Financial planner diploma from IPF required

• Willingness to obtain CIRO Registered Representative licensing

• 3 to 5 years of relevant banking experience

• Bilingual in English and French for client service

• Strong communication and relationship-building skills

Leverage your financial planning expertise to make a meaningful impact in the lives of clients at TD.
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