Join TD Wealth as an Expert Financial Planner in Saint-Eustache, Québec, delivering tailored advice to mass-affluent clients. Utilize your banking experience to build strong client relationships.
This role requires a Financial Planner diploma from IPF, 3 to 5 years of banking experience, and bilingual skills in English and French. You will conduct comprehensive financial reviews and stay updated on best practices. Your expertise will help empower clients to reach their financial aspirations and enhance their overall service experience.
Key Responsibilities:
• Identify clients' financial and life aspirations
• Conduct thorough financial reviews and analysis
• Build lasting relationships with exceptional client service
• Evaluate service efficiency and propose improvements
• Stay current on financial best practices and trends
Requirements:
• Financial Planner diploma from IPF is necessary
• Commitment to becoming RR licensed if not yet licensed
• 3 to 5 y...