TD Bank Group

Financial Planner - Swift Current, SK

TD Bank Group

6 months ago
Swift Current, Saskatchewan
Onsite
Full Time
Medior
0 applicants
TD Bank Group
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About this role

A Financial Planner at TD Wealth provides comprehensive, personalized financial planning and investment advice to mass-affluent clients, helping them set and achieve their financial and life goals. The role supports TD’s wealth management objectives through holistic planning, client relationship management, and contributing to business growth in the Swift Current market.

Skills

Qualifications

University DegreeCanadian Securities Course (CSC)CFA Level 1Conduct & Practices Handbook (CPH)CIRO Registered Representative (RR)
TD Bank Group

About TD Bank Group

td.com

Industry

Finance

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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