Financial Planner - Market Mall
TD Bank Group(17 days ago)
About this role
The role involves providing personalized financial planning and advice to mass affluent investing clients, focusing on relationship management, advice, and business development. It emphasizes understanding client goals, offering tailored solutions, and maintaining high service standards. The position is with TD Wealth, aiming to help clients meet their financial objectives while delivering a superior customer experience.
Required Skills
- Financial Planning
- Client Relationships
- Investment Solutions
- Sales
- Regulatory Knowledge
- Communication
- Market Analysis
- Relationship Building
Qualifications
- University Degree
- CFP
- CIRO Registered Representative
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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