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Financial Planner – Saint-Eustache at TD Bank - ApplyBlast

Financial Planner – Saint-Eustache

TD Bank

3 months ago

Saint-Eustache, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

As a Financial Planner at TD Wealth, you will provide comprehensive financial planning and advice to mass affluent clients, focusing on relationship management and business development. The role involves identifying client goals, conducting financial analysis, and building long-term relationships while adhering to risk management practices. You will contribute to team goals, mentor others, and stay current with industry trends and regulatory requirements.

Responsibilities

Identify client life and financial goals to build long-term relationships
Conduct reporting and analysis to make strategic financial recommendations
Monitor service productivity and implement continuous process improvements
Provide mentorship and direction to team members on best practices
Maintain risk management culture aligned with organizational appetite

Skills

Qualifications

Financial planner diploma from Institute of Financial Planning (IPF)Registered Representative (RR) licensing with CIRO

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).