Planificateur Financier - Sherbrooke
TD Bank Group(1 month ago)
About this role
A Financial Planner at TD Wealth provides personalized wealth planning and advisory services to high-net-worth clients as part of TD’s financial planning team in Magog, Quebec. The role is client-facing within TD Wealth and is compensated with a base salary plus eligibility for commission.
Required Skills
- Financial Planning
- Relationship Management
- Financial Analysis
- Reporting
- Mentorship
- Risk Management
- Customer Service
- Communication
- Business Development
Qualifications
- Diplôme de planificateur financier - Institut de planification financière
- Cours sur le commerce des valeurs mobilières au Canada (CCVM) OR CFA Level I
- OCRI Accreditation (or obtain within 90 days)
- Manual On Conduct Standards (MNC) Course (within 90 days)
- Notions Essentielles sur la Gestion de Patrimoine (NEGP) Course (within 30 months)
About TD Bank Group
td.comExplore 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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