Planificateur adjoint

Location: St. Thomas, Ontario, Canada

Hours: 37.5

Sector: Gestion de patrimoine TD

Salary: $60,000 - $70,000 CAD. Ce poste est admissible à des revenus de commission.

Description du poste

Join Our Team as a Financial Planner. Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

Responsabilités

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
• Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial progra...