Holistic Financial Planner

2 weeks ago


Eastern Ontario, Canada TD Securities Full time

A leading financial institution in Eastern Ontario is seeking a Financial Planner to empower clients with holistic financial advice. The role involves conducting detailed financial reviews, managing client relationships, and mentoring colleagues. Candidates should have a Bachelor’s degree and several years in banking services, with a commitment to obtaining relevant certifications. This position offers competitive compensation and growth opportunities in a supportive environment.
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