Overview
Strategic Financial Planner Wealth Jobs in Quebec City, Canada at TD
Title: Strategic Financial Planner Wealth
Company: TD
Location: Quebec City, Canada
Category:
Position: Strategic Financial Planner at TD Wealth
Location: Quebec City
Join the dedicated team at TD Wealth in Burnaby, British Columbia, as a Strategic Financial Planner. This role uniquely combines financial planning expertise, relationship building, and commission-driven earnings.
As a Financial Planner, you will prioritize understanding client financial goals while delivering tailored investment strategies. This position requires 3-5 years within the financial services sector, highlighting your skills in client management and financial advisory roles in a collaborative environment.
Key Responsibilities:
• Assess client objectives and provide comprehensive reviews
• Conduct reporting and make informed recommendations
• Enhance customer service while achieving team goals
• Analyze productivity and suggest continuous improvements
• Cultivate a positive team atmosphere and mentor peers
Requirements:
• University degree preferred; experience in financial services (3-5 years)
• CIRO Registered Representative license required within 120 days
• CFP designation to be achieved within 3 years
• Strong understanding of regulatory and market dynamics
• Excellent communication and problem-solving capabilities
Embrace the opportunity to provide bespoke financial planning solutions at TD Wealth, guiding clients toward achieving their financial aspirations.
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