Financial Planner - Vietnamese Language skill preferred
T
TD
📍 calgary, ab, Canada
Job Description
Job Overview
Work Location: Calgary, Alberta, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $60,000 - $70,000 CAD (eligible for commission‑based earnings)
Job Description
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 ensures a legendary customer experience, helping clients set and achieve their financial goals while delivering new business and client loyalty through professional, personalized solutions and award‑winning teams.
Responsibilities
- Identify client 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 analysis; use results to draw conclusions, make recommendations and ...