Job Description
Elevate your financial advisory career with TD Wealth in Montréal, Quebec. This Financial Planner role is key to driving clients' success in wealth management through personalized strategies.
As a Financial Planner at TD Wealth, you will engage with mass affluent clients, creating tailored financial plans that foster long-term relationships. You will conduct comprehensive reviews and analyses that enhance client outcomes while collaborating in a high-performing team.
Key Responsibilities:
• Build financial plans aligned with client goals and needs
• Analyze results to inform service improvements
• Monitor service levels and enhance productivity
• Guide and mentor team members in financial practices
• Foster a compliant and efficient risk management culture
Requirements:
• Financial planner diploma from IPF needed before hire
• Canadian Securities Course or CFA Level 1 required
• 3 to 5 years of relev...
As a Financial Planner at TD Wealth, you will engage with mass affluent clients, creating tailored financial plans that foster long-term relationships. You will conduct comprehensive reviews and analyses that enhance client outcomes while collaborating in a high-performing team.
Key Responsibilities:
• Build financial plans aligned with client goals and needs
• Analyze results to inform service improvements
• Monitor service levels and enhance productivity
• Guide and mentor team members in financial practices
• Foster a compliant and efficient risk management culture
Requirements:
• Financial planner diploma from IPF needed before hire
• Canadian Securities Course or CFA Level 1 required
• 3 to 5 years of relev...
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