Found Description
Work Location
Lethbridge, Alberta, Canada
Hours
37.5
Line of Business
TD Wealth
Pay Details
$60,000 - $70,000 CAD. Commission-based earnings are available. Base pay may vary based on experience, location and business needs.
Job Description
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection. The Financial Planning team helps clients set and achieve their financial goals while delivering a legendary customer experience.
Responsibilities
- Identify clients’ life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
- Contribute t...