TD Bank Group

Financial Planner - Sarnia

TD Bank Group(10 days ago)

Sarnia, OntarioOnsiteFull TimeSenior$60,000 - $70,000Wealth Management
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About this role

This role involves providing holistic financial planning and advice to mass affluent clients, building strong relationships, delivering expert recommendations, and supporting business growth within TD Wealth. It emphasizes client relationship management, industry knowledge, and professional development towards licensing and certification.

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Required Skills

  • Financial Planning
  • Client Relationships
  • Investment Advice
  • Data Analysis
  • Financial Industry
TD Bank Group

About TD Bank Group

td.com

Explore 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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