Financial Planner - Rouyn Noranda
TD Bank Group(1 month ago)
Rouyn, QuébecOnsiteFull TimeMedior$51,800 - $51,800TD Wealth
Apply NowAbout this role
A Financial Planner within TD Wealth who provides comprehensive financial planning and personalized wealth management advice to mass-affluent clients. The role supports clients in meeting long-term financial goals through tailored solutions and is part of a collaborative Financial Planning team. It is a client-facing position based in Rouyn, Quebec, focused on delivering high-quality service and relationship management.
Required Skills
- Financial Planning
- Relationship Management
- Investment Advice
- Business Development
- Reporting
- Analysis
- Risk Management
- Client Service
- Mentoring
- Communication
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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