Financial Planner - Kitchener
TD Bank Group(13 days ago)
About this role
This role at TD Wealth focuses on providing holistic financial planning and advice to mass affluent clients, building strong relationships and delivering expert financial strategies. The position involves collaborating with clients and team members to support clients' financial goals while maintaining a commitment to service excellence and risk management.
Required Skills
- Financial Planning
- Client Relationship
- Investment Advice
- Financial Analysis
- Regulatory Knowledge
- Communication
- Business Development
- Problem Solving
- Team Collaboration
- Risk Management
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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