Exclusive Financial Planning Event - TD Wealth

TD Bank Group

Unlock career possibilities in financial planning at TD Wealth's event in Toronto, October 29th. Engage with our leadership team to understand how you can support clients effectively. This event invites professionals passionate about financial advising to learn about the Financial Planner role. Required skills include 3-5 years in banking services and a commitment to growing client portfolios. This role allows you to build strong relationships while pursuing your professional development in a supported environment. Key Responsibilities:

Engage clients in financial goal-setting discussions
Utilize data insights for informed recommendations
Work within a team to boost client satisfaction
Identify areas for operational efficiency
Stay updated on financial industry trends

Requirements:

Bachelor's degree preferred
3-5 years of client relationship experience
Prepared to secure RR licensing
Aspire to achieve CFP designation
Strong communication and problem-solving skills

Support clients on their financial journeys and grow your career at TD Wealth. #J-18808-Ljbffr

Apply

Vacancy posted 13 hours ago

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