Experienced Financial Planner in Rouyn Noranda

Join TD Wealth as an experienced Financial Planner in Rouyn Noranda, Quebec. Partner with mass affluent clients to create tailored financial plans while exceeding service expectations.

As part of a dedicated team, you will identify client financial goals and conduct thorough reviews. This role emphasizes strong relationship management and requires participation in team activities to foster a positive service environment. Help enhance our department’s goals through your analytical skills and commitment to ongoing improvement.

Key Responsibilities:

• Identify and assess clients' financial goals and life objectives

• Conduct comprehensive reviews and build strong relationships

• Monitor service productivity and support team goals

• Provide mentorship and direction within the team

• Stay updated on industry best practices and emerging trends

Requirements:

• Financial planner diploma from the Institute of Financial Planning

• Completion of Canadian Securities Course or CFA Level 1

• 3 to 5 years of banking experience

• CIRO license preferred within 90 days

• Strong communication and collaboration skills

Leverage your expertise to drive client success and contribute to TD Wealth’s excellence.
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