Planificateur Financier chez TD Canada
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Key Responsibilities
• Identifier les objectifs financiers et personnels des clients
• Réaliser des analyses et rapports pour recommander des actions
• Contribuer à un service client exceptionnel
• Évaluer et améliorer la productivité
• Promouvoir une culture de mentorat au sein de l'équipe
Requirements:
• Diplôme universitaire préférable
• 3-5 ans d'expérience en services financiers
• Obligation d'obtenir la licence CIRO rapidement
• Certification CFP dans un délai de trois ans
• Solides compétences en communication et relationnelles Soyez le moteur du succès client au sein de TD Canada à Edmonton.
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