Financial Planning Expert at TD Wealth

Become a key player at TD Wealth as a Financial Planner based in Gatineau, Quebec. Your role is pivotal in guiding clients through their financial journeys with expertise and care.
We're looking for an experienced Financial Planner who excels in client relationship management and comprehensive financial advice. In this position, you will engage with mass affluent clients, leveraging your banking experience to deliver tailored financial solutions. Contributing to team goals and ensuring legendary customer experiences will be essential to your role.
Key Responsibilities:
• Assess clients' financial goals for targeted planning
• Conduct analysis and draw actionable insights
• Collaborate to meet department objectives and client needs
• Monitor and improve service effectiveness
• Offer mentorship while adhering to risk management practices
Requirements:
• Required diploma from the Institute of Financial Planning
• Readiness to pursue Registered Representative ...