Financial Planner - Terrebonne, Quebec

Only for registered members Terrebonne, Quebec, Canada

1 month ago

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Job summary

This role involves working as a financial planner for TD Wealth, assisting clients in meeting their financial goals and objectives. The candidate will identify client life and financial goals, provide comprehensive reviews, build long-term relationships through financial planning expertise, relationship building, and ongoing services.

Responsibilities

  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices

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