Financial Planner - Prince George
TD Bank Group(2 months ago)
Prince George, British ColumbiaOnsiteFull TimeMedior$44,400 - $51,800TD Wealth
Apply NowAbout this role
A Financial Planner at TD Wealth provides comprehensive financial planning and personalized investment advice to mass-affluent clients, helping them set and achieve their financial and life goals. The role focuses on relationship management, delivering tailored wealth solutions, and contributing to team and business development within TD Wealth.
Required Skills
- Relationship Management
- Financial Planning
- Business Development
- Reporting
- Risk Management
- Communication
- Mentoring
- Client Acquisition
Qualifications
- University Degree (Preferred)
- Canadian Securities Course (CSC) or CFA Level 1
- Conduct & Practices Handbook (CPH)
- CIRO Registered Representative (RR) License
- Wealth Management Essentials (WME)
- Certified Financial Planner (CFP)
About TD Bank Group
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