Planificateur Financier Senior

4 weeks ago


Edmonton, Alberta, Canada TD Full time
À propos du poste

Nous recherchons un Planificateur Financier expérimenté pour rejoindre notre équipe de gestion de patrimoine à Edmonton, en Alberta. Le candidat idéal possède une solide expérience dans la gestion de patrimoine et la planification financière, ainsi qu'une excellente capacité à communiquer avec les clients.

Compétences requises
  • Expérience dans la gestion de patrimoine et la planification financière
  • Capacité à communiquer efficacement avec les clients
  • Connaissance des produits et services de la TD
  • Capacité à travailler en équipe et à prendre des décisions
Responsabilités
  • Identifier les besoins financiers des clients et proposer des solutions personnalisées
  • Conseiller les clients sur les options de gestion de patrimoine et de planification financière
  • Travailler en équipe avec les autres membres de l'équipe pour atteindre les objectifs de la TD
  • Participer à la formation et au perfectionnement continu pour maintenir ses compétences et connaissances à jour
Avantages
  • Un environnement de travail dynamique et collaboratif
  • Une équipe expérimentée et motivée
  • Des opportunités de formation et de perfectionnement continu
  • Un salaire compétitif et des avantages sociaux


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