Job Description
Elevate your career in wealth management as a Financial Planner at TD Wealth in Hull, Quebec. Focus on personalized client relationships to help achieve their financial goals.
TD Wealth is seeking a Financial Planner with 3 to 5 years of banking experience. This bilingual role in English and French emphasizes relationship management, advice delivery, and business development strategies. You will implement continuous improvements and maintain a high level of service productivity while mentoring teammates.
Key Responsibilities:
• Identify clients' life and financial goals with comprehensive reviews
• Conduct reporting and analysis for program effectiveness
• Enhance customer service and contribute to team objectives
• Monitor productivity and implement service improvements
• Provide mentorship and guidance to team members
Requirements:
• Diploma in financial planning from the Institute of Financial Planning
• Willingness to obtain Registered Representative l...
TD Wealth is seeking a Financial Planner with 3 to 5 years of banking experience. This bilingual role in English and French emphasizes relationship management, advice delivery, and business development strategies. You will implement continuous improvements and maintain a high level of service productivity while mentoring teammates.
Key Responsibilities:
• Identify clients' life and financial goals with comprehensive reviews
• Conduct reporting and analysis for program effectiveness
• Enhance customer service and contribute to team objectives
• Monitor productivity and implement service improvements
• Provide mentorship and guidance to team members
Requirements:
• Diploma in financial planning from the Institute of Financial Planning
• Willingness to obtain Registered Representative l...