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Financial Planner

2 months ago

St John's, Newfoundland and Labrador, Canada TD Full time
TD Wealth - Un leader dans la gestion de patrimoine

Nous sommes à la recherche d'un Conseiller Financier expérimenté pour rejoindre notre équipe de gestion de patrimoine à TD Wealth. En tant que membre de notre équipe, vous contribuerez à aider nos clients à atteindre leurs objectifs financiers en leur offrant des conseils et des solutions personnalisés.

Responsabilités
  • Identifier les objectifs et les besoins de nos clients et leur offrir des conseils et des solutions personnalisés
  • Conduire des analyses et des études pour évaluer les performances de nos clients et leur fournir des recommandations
  • Travailler en étroite collaboration avec nos clients pour les aider à atteindre leurs objectifs financiers
  • Contribuer à l'amélioration continue de nos services et de nos processus
Compétences requises
  • Université
  • 3 à 5 ans d'expérience dans le secteur bancaire
  • Canadian Securities Course (CSC) requis avant le début de l'embauche
  • CIRO license préférée (requise dans les 90 premiers jours du poste)
  • Complete Conduct & Practices Handbook (CPH) dans les 90 premiers jours du poste
  • Complete Wealth Management Essentials (WME) dans les 30 premiers mois du poste
  • Obtenir la certification de Conseiller Financier dans les 3 premières années du poste
À propos de nous

La TD est un leader mondial dans le secteur des institutions financières. Nous sommes à la recherche de personnes passionnées et motivées qui souhaitent rejoindre notre équipe et contribuer à notre succès.

Nous offrons une expérience de travail enrichissante, des opportunités de développement de carrière et un environnement de travail dynamique et collaboratif.

Nous sommes fiers de notre engagement envers la diversité, l'inclusion et l'équité. Nous croyons que notre diversité est notre force et nous sommes déterminés à créer un environnement de travail inclusif et respectueux.

Nous sommes à la recherche de personnes qui partagent nos valeurs et qui sont prêtes à contribuer à notre succès.