Financial Planner - Swift Current, SK

Lieu De Travail

Swift Current, Saskatchewan, Canada

Horaire

37.5

Secteur D’activité

Gestion de patrimoine TD

Détails De La Rémunération

$60,000 - $70,000 CAD

Ce poste est admissible à des revenus de commission.

Description Du Poste

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.

Job Description

• Identify your client's life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services
• Conduct reporting and relevant an...