Experienced Financial Planner

Position: Experienced Financial Planner at TD
Become an Experienced Financial Planner at TD Wealth in Winnipeg, Manitoba. This role is perfect for professionals eager to guide clients towards achieving their holistic financial goals.

You will play a pivotal role by utilizing your financial services experience to deliver tailored planning and advice. With a commitment to fostering strong client relationships, you'll conduct regular reviews and support clients with expert solutions. Experience a dynamic work environment supportive of personal growth and team success within a renowned financial institution.

Key Responsibilities:

• Conduct detailed financial goal assessments for clients

• Provide comprehensive, personalized planning reviews

• Evaluate service productivity and implement improvements

• Contribute to team goals with dedicated service

• Mentor team members while maintaining best practices

Requirements:

• Preferred university degree

• 3-5 years in financial planning or advisory roles

• CIRO Registered Representative license within 120 days

• Achieve Certified Financial Planner designation within 3 years

• Exceptional communication and relationship-building skills

Drive your success and empower clients financially at TD Wealth in Winnipeg.
#J-18808-Ljbffr