Join TD Wealth as a Financial Planner dedicated to exceptional client service and financial goal achievement. Utilize your expertise to foster relationships and provide comprehensive financial reviews.
TD Wealth seeks a Financial Planner with strong skills in banking and financial analysis. You will assess client goals, conduct detailed reporting, and contribute to team objectives. Building long-term relationships through expert financial planning is essential, as is maintaining an efficient service culture.
Key Responsibilities: • Identify and assess client life and financial goals • Conduct thorough reporting and analysis for recommendations • Strengthen customer service and team goals • Monitor productivity and implement service improvements • Mentor others while maintaining risk management culture
Requirements: • Financial Planner diploma from IPF • 3 to 5 years of banking experience • Willingnes...