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Planificateur financier senior

2 months ago

Surrey, British Columbia, Canada TD Full time
Développez votre carrière en tant que Planificateur financier chez TD

Nous sommes à la recherche d'un Planificateur financier expérimenté pour rejoindre notre équipe de gestion de patrimoine à TD. En tant que Planificateur financier, vous serez chargé de fournir des conseils et des solutions personnalisés à nos clients pour les aider à atteindre leurs objectifs financiers.

Responsabilités
  • Identifier les objectifs financiers et de vie de vos clients et fournir des conseils et des solutions personnalisés pour les aider à les atteindre
  • Conduire des analyses et des études pour évaluer les besoins financiers de vos clients et recommander des solutions appropriées
  • Travailler en étroite collaboration avec les autres membres de l'équipe pour fournir un service client exceptionnel
  • Participer à la mise en œuvre de stratégies pour améliorer la satisfaction client et la fidélité
Compétences requises
  • Expérience en gestion de patrimoine et en planification financière
  • Compétences en analyse financière et en conseil
  • Capacité à travailler en équipe et à communiquer efficacement avec les clients
  • Compétences en gestion de projet et en leadership
Formation et développement

Nous offrons des programmes de formation et de développement pour aider nos employés à atteindre leurs objectifs professionnels et personnels. Vous aurez l'occasion de développer vos compétences en gestion de patrimoine, en planification financière et en leadership.

À propos de TD

La TD est un chef de file mondial dans le secteur des institutions financières. Nous sommes déterminés à fournir un service client exceptionnel et à aider nos clients à atteindre leurs objectifs financiers. Nous sommes fiers de notre culture d'entreprise axée sur la clientèle et de notre engagement envers la diversité et l'inclusion.