Planificateur Financier Senior
4 weeks ago
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
- 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
- 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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