Found Description
Work Location: Vancouver, British Columbia, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $60,000 - $70,000 CAD (eligible for commission based earnings)
Job Description
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.
Responsibilities
- Identify your client's 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, use results to 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 dedicatio...