Planificateur financier senior

4 weeks ago


Calgary, Alberta, Canada TD Full time
Détails du poste

Le poste de Financial Planner est un rôle clé dans l'équipe de gestion de patrimoine de la TD. En tant que Financial Planner, vous serez responsable de fournir des conseils et des solutions personnalisés aux clients pour atteindre leurs objectifs financiers.

Compétences et expériences requises
  • Expérience dans la gestion de patrimoine et la planification financière
  • Connaissance approfondie du marché financier et des tendances économiques
  • Compétences en matière de communication et de relation client
  • Capacité à travailler de manière indépendante et en équipe
Responsabilités
  • Identifier les objectifs financiers des clients et fournir des conseils personnalisés
  • Conduire des analyses financières et des simulations pour aider les clients à atteindre leurs objectifs
  • Travailler en étroite collaboration avec les clients pour comprendre leurs besoins et leurs objectifs
  • Contribuer à l'atteinte des objectifs de l'équipe et du département
Avantages
  • Opportunité de travailler pour une entreprise leader dans le secteur financier
  • Environnement de travail dynamique et collaboratif
  • Formation et développement continu pour aider à atteindre les objectifs professionnels

Si vous êtes un professionnel expérimenté dans la gestion de patrimoine et la planification financière, nous vous encourageons à postuler pour ce poste. Nous sommes à la recherche d'un candidat qui partage nos valeurs et qui est prêt à relever les défis de ce rôle.



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