Job Description
Join TD Wealth as a Financial Planner in Quispamsis, New Brunswick, focusing on holistic financial planning for clients. This role allows for personal growth and meaningful client engagement.
In this position, you'll leverage your 3-5 years of banking experience to create tailored financial strategies that resonate with mass affluent clients. Your career progression includes opportunities for mentorship and the pursuit of a Certified Financial Planner designation. TD encourages a collaborative workplace where you will thrive in client relations.
Key Responsibilities:
• Build and nurture relationships with clients
• Conduct financial reviews tailored to client aspirations
• Utilize analytical insights to improve financial strategies
• Collaborate with the team to drive client satisfaction
• Uphold risk management culture within the organization
Requirements:
• Preferred Bachelor’s degree
• 3-5 years managin...
In this position, you'll leverage your 3-5 years of banking experience to create tailored financial strategies that resonate with mass affluent clients. Your career progression includes opportunities for mentorship and the pursuit of a Certified Financial Planner designation. TD encourages a collaborative workplace where you will thrive in client relations.
Key Responsibilities:
• Build and nurture relationships with clients
• Conduct financial reviews tailored to client aspirations
• Utilize analytical insights to improve financial strategies
• Collaborate with the team to drive client satisfaction
• Uphold risk management culture within the organization
Requirements:
• Preferred Bachelor’s degree
• 3-5 years managin...