Found Description
Work Location
Richmond, British Columbia, Canada
Hours
37.5
Line of Business
TD Wealth
Pay Details
$60,000 - $70,000 CAD
Commission based earnings eligible
Job Description
As an experienced professional, you will provide mass affluent investing clients with comprehensive financial planning and advice, focusing on relationship management, advice, and business development.
- Identify client life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise.
- Conduct reporting and relevant analysis, draw conclusions, make recommendations, and continually assess the effectiveness of programs, policies and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service productivity, assess efficiency and implement continuous improvements.
- Maintain kn...