TD Bank Group

Financial Planner - Gaspé

TD Bank Group

2 months ago
Gaspé, Québec
Onsite
Full Time
Medior
0 applicants
TD Bank Group
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About this role

A Financial Planner with TD Wealth who provides comprehensive financial planning and personalized investment advice to mass-affluent clients. The role focuses on goals discovery, relationship management, and helping clients meet their financial objectives as part of the TD Wealth Financial Planning team in Gaspé, Quebec.

Skills

Qualifications

Financial Planner Diploma (IPF)Canadian Securities Course (CSC)CFA Level 1CIRO LicenseConduct & Practices Handbook (CPH)
TD Bank Group

About TD Bank Group

td.com

Industry

Finance

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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