Wealth Management Financial Planner

Drive client success as a Financial Planner for TD Wealth in Notre-Dame-De-l'Île-Perrot, Quebec.

Your role will focus on personalized financial planning and enhancing client relationships.

TD Wealth is looking for a skilled Financial Planner to provide comprehensive services to mass affluent clients. This position combines relationship management with a wealth of knowledge in financial planning and investment strategies. You will help clients establish their financial goals while ensuring a legendary customer experience.

Key Responsibilities:

• Identify clients' financial objectives and provide tailored strategies

• Execute analysis to inform financial recommendations

• Collaborate to reach team and customer service goals

• Monitor and improve service efficiency continually

• Share expertise and mentor colleagues in financial practices

Requirements:

• Financial planner diploma from IPF required

• 3 to 5 years of banking or finance experience

• Bilingual English and French is essential

• Willing to achieve RR licensing with CIRO

• Strong interpersonal skills for client relationship building

Bring your passion for financial planning to TD Wealth and empower clients to meet their life goals.
#J-18808-Ljbffr