Financial Planner

3 weeks ago


Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Description

Job Title: Financial Planner

Job Summary:

We are seeking a highly skilled and experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Conduct financial needs analysis and develop personalized financial plans for clients
  • Provide ongoing financial planning and investment advice to clients
  • Monitor and adjust client financial plans as needed
  • Develop and maintain strong relationships with clients
  • Stay up-to-date with industry trends and regulatory changes

Requirements:

  • Minimum 3-5 years of experience in financial planning or a related field
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your resume and cover letter, to our website.


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