Deliver expert financial advice as a Financial Planner with TD Wealth in Saint-Eustache, Québec. This role focuses on mass-affluent clients, relationship building, and strategic planning.
TD Wealth is seeking a Financial Planner with 3 to 5 years of banking experience. You will engage in client relationship management, conduct comprehensive financial reviews, and analyze data to drive satisfaction. Strong bilingual communication is essential, as you'll cater to a diverse clientele and mentor less experienced team members.
Key Responsibilities:
• Identify clients' financial and life goals effectively
• Provide thorough reviews and actionable recommendations
• Strengthen relationships through ongoing support initiatives
• Analyze service productivity and drive operational enhancements
• Stay updated on market trends and best practices
Requirements:
• IPF Financial Planner diploma is mandatory
• Willingness to obtain RR licensing if necessary
• Relevant ba...