Financial Planner - Saint-Eustache

TD; Saint-Eustache; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Quebec is seeking a Financial Planner to provide comprehensive financial planning and advice to clients. The role emphasizes relationship management and business development to help clients achieve their financial goals. Ideal candidates will have experience with mass affluent clients. Join us to make a significant impact in a dynamic environment.

Qualifications

• Experienced professional skilled at providing mass affluent investing clients with financial planning and advice.

Responsibilities

• Assist clients in meeting their financial goals and objectives.

Job description

Overview

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you\'ll be busy, but never bored.

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will :