Financial Planner - Vietnamese Language skill preferred

Job Details

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

We are looking for an experienced professional skilled in providing mass affluent investing clients with comprehensive financial planning and advice. The role focuses on relationship management, advice and business development, assisting clients to meet their financial goals and objectives.

Responsibilities

• 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 analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs,...