Job Description
Explore a rewarding Financial Planner position with TD Wealth in Saint-Léonard, Quebec, emphasizing client-centric financial planning. Help clients realize their life and financial goals.
This role involves connecting with clients to understand their financial aspirations and crafting personalized strategies to achieve them. You will play a crucial part in enhancing service quality and driving team success. Stay informed on industry trends to provide the best advice to clients and contribute to a positive work environment.
Key Responsibilities:
• Identify and analyze client's financial goals
• Report findings to inform strategy and recommendations
• Strengthen team objectives and customer satisfaction
• Implement service improvements based on productivity assessments
• Mentor peers and uphold risk management practices
Requirements:
• Financial planner diploma from the Institute of Financial Planning
• Cana...
This role involves connecting with clients to understand their financial aspirations and crafting personalized strategies to achieve them. You will play a crucial part in enhancing service quality and driving team success. Stay informed on industry trends to provide the best advice to clients and contribute to a positive work environment.
Key Responsibilities:
• Identify and analyze client's financial goals
• Report findings to inform strategy and recommendations
• Strengthen team objectives and customer satisfaction
• Implement service improvements based on productivity assessments
• Mentor peers and uphold risk management practices
Requirements:
• Financial planner diploma from the Institute of Financial Planning
• Cana...