Job Description
Work Location
Winnipeg, Manitoba, Canada
Hours
37.5
Line Of Business
TD Wealth
Pay Details
$60,000 - $70,000 CAD. Eligible for commission based earnings. Base pay may vary based on skills, experience, and location.
Job Description
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection. We provide personalized advice, solutions, and service to mass‑affluent clients. We are seeking an experienced professional skilled at providing comprehensive financial planning and advice.
Responsibilities
- Identify clients' life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise and ongoing services.
- Conduct reporting and relevant analysis to draw conclusions, make recommendations, and continuously assess the effectiveness of programs, policies, and practices.
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