Financial Planner - Terrebonne
TD Bank Group(1 month ago)
Terrebonne, QuébecOnsiteFull TimeMedior$51,800 - $51,800TD Wealth
Apply NowAbout this role
The Financial Planner role at TD Wealth provides comprehensive financial planning and personalized investment advice to mass-affluent clients, helping them set and achieve financial and life goals. The position emphasizes relationship management, business development, and delivering a high-quality customer experience within TD’s wealth management line of business.
Required Skills
- Financial Planning
- Relationship Management
- Business Development
- Client Prospecting
- Reporting & Analysis
- Risk Management
- Communication
- Mentoring
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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