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Financial Services Professional
2 months ago
We are seeking a highly skilled and experienced Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored financial planning and advice.
- Financial Planning and Analysis: Conduct thorough financial planning and analysis, identifying areas for improvement and providing recommendations to clients.
- Investment Planning: Develop and implement investment plans that align with clients' financial goals and risk tolerance.
- Risk Management: Identify and mitigate potential risks to clients' financial well-being, providing guidance on risk management strategies.
- Communication and Education: Communicate complex financial information to clients in a clear and concise manner, educating them on financial planning and investment strategies.
- Education: University degree in a related field, such as finance, economics, or business.
- Experience: 3-5 years of experience in financial planning and analysis, with a strong background in investment planning and risk management.
- Professional Designations: Canadian Securities Course (CSC) or CFA Level 1 (or higher) required, with a commitment to obtaining the Certified Financial Planner (CFP) designation within 3 years.
- Skills: Strong analytical and problem-solving skills, with the ability to communicate complex financial information to clients. Proficiency in financial planning software and tools, with a strong understanding of investment products and risk management strategies.
TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are a leader in customer experience, innovation, and community development, with a strong focus on diversity, equity, and inclusion. As a Financial Planner at TD Bank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on the financial well-being of our clients.
