Planificateur financier senior

4 days ago


Calgary, Alberta, Canada TD Full time
Développez votre carrière en tant que Planificateur financier senior

Ayant une expérience de plusieurs années dans la gestion de patrimoine, vous êtes à la recherche d'un nouveau défi? Nous sommes à la recherche d'un Planificateur financier senior pour rejoindre notre équipe de gestion de patrimoine TD.

Responsabilités
  • Identifier les objectifs financiers et de vie de vos clients et fournir des conseils personnalisés pour les atteindre
  • Conduire des analyses et des études pour évaluer les performances de vos clients et recommander des stratégies d'investissement
  • Travailler en étroite collaboration avec les équipes de gestion de patrimoine pour développer des solutions personnalisées pour vos clients
  • Participer à la formation et au développement des compétences de l'équipe
Compétences requises
  • Expérience de plusieurs années dans la gestion de patrimoine ou dans un domaine connexe
  • Connaissance approfondie des marchés financiers et des produits d'investissement
  • Compétences en analyse et en prise de décision
  • Capacité à travailler en équipe et à communiquer efficacement avec les clients
À propos de nous

La TD est une banque leader dans le secteur des institutions financières, avec une présence forte au Canada et aux États-Unis. Nous sommes engagés à offrir une expérience client exceptionnelle et à aider nos clients à atteindre leurs objectifs financiers.

Nous sommes fiers de notre culture d'entreprise axée sur la croissance, l'innovation et la collaboration. Nous offrons des opportunités de carrière variées et des programmes de formation pour aider nos employés à atteindre leur plein potentiel.

Si vous êtes à la recherche d'un nouveau défi et d'une opportunité de carrière excitante, nous vous encourageons à postuler pour ce poste de Planificateur financier senior.



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