Financial Planner - Montréal

Financial Planner – TD Wealth

TD Wealth is a sophisticated wealth planning firm. We seek an experienced professional to provide comprehensive financial planning and advice to mass affluent investors.

Responsibilities

• Identify client life and financial goals, provide comprehensive reviews, build long-term relationships through financial planning expertise.
• Conduct reporting and relevant analysis, make recommendations, and continually assess the effectiveness of programs.
• Contribute to team and department goals while strengthening customer service.
• Monitor service productivity, assess efficiency and implement continuous improvements.
• Maintain knowledge of best practices, procedures and emerging trends.
• Provide mentorship and direction to others.
• Maintain a culture of risk management and control aligned with risk appetite.
• Participate fully as a team member and support a positive ...