Enhance your career as a Financial Planner with TD in Quispamsis, New Brunswick. This full-time role allows you to foster client relationships while delivering expert financial guidance.
As a Financial Planner, you will partner with clients to assess their financial objectives and provide tailored advice to help them achieve their goals. You should have 3-5 years of banking experience and an interest in earning your Certified Financial Planner designation. This role includes responsibilities around analyzing financial programs and mentoring your colleagues.
Key Responsibilities:
• Conduct thorough financial reviews with clients
• Develop personalized financial plans based on client needs
• Collaborate with the team to improve client experiences
• Monitor service delivery and drive process improvements
• Share knowledge and mentor junior colleagues
Requirements:
• Bachelor’s degree preferred
• 3-5 years in banking services
• Willingness to pursue Registe...