Financial Planner - Kirkland
TD Bank Group(1 month ago)
Kirkland, QuebecOnsiteFull TimeMedior$52,500 - $52,500TD Wealth
Apply NowAbout this role
A Financial Planner at TD Wealth provides comprehensive financial planning and personalized advice to mass-affluent clients, helping them set and achieve financial and life goals through holistic wealth planning. The role is based in Kirkland, Quebec and supports relationship management and business development within TD Wealth.
Required Skills
- Financial Planning
- Relationship Management
- Business Development
- Reporting
- Analysis
- Risk Management
- Client Service
- Communication
- Bilingualism
- Sales
Qualifications
- Financial Planner Diploma (IPF)
- Canadian Securities Course (CSC)
- CFA Level 1
- CIRO License
- Conduct & Practices Handbook (CPH)
- Wealth Management Essentials (WME)
About TD Bank Group
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