Apply your financial expertise at TD Wealth as an Experienced Financial Planner. Focus on delivering exceptional client service while achieving their financial and life objectives.
This role seeks a seasoned professional in financial planning to support mass affluent clients. You will engage in personalized financial strategies, conduct ongoing reviews, and build enduring client relationships. Your insights will drive team performance and enhance customer satisfaction.
Key Responsibilities:
• Identify clients' financial goals through in-depth planning
• Conduct relevant analyses to guide decision-making
• Contribute to overall service enhancement and productivity
• Implement best practices to foster continuous improvement
• Mentor others and maintain a risk management culture
Requirements:
• University degree preferred
• 3 – 5 years in financial services, providing tailored advice
• Canadian Securities Course (CSC) or CFA Level 1 required
• Obtain CI...