TD Wealth Financial Planning Consultant
TD • richmond hill, Canada
Role Description
Shape your future as a Financial Planning Consultant at TD Wealth in Richmond Hill. Drive client success by providing tailored financial advice while earning competitive commissions.
This role centers on building client relations and understanding their financial goals through detailed planning. You’ll leverage your expertise to offer solutions that meet individual needs, all within a supportive and dynamic team environment. The role includes securing a guaranteed income for the initial years.
Key Responsibilities:
• Conduct financial reviews to assess client needs
• Utilize data insights to inform financial strategies
• Foster teamwork while enhancing client experience
• Champion continuous improvement initiatives
• Mentor junior staff and share industry knowledge
Requirements:
• Bachelor’s degree preferred
• 3–5 years in banking or financial services
• Willingness to secure RR licensing
• Commit to achieving CFP designation within three years
• ...
This role centers on building client relations and understanding their financial goals through detailed planning. You’ll leverage your expertise to offer solutions that meet individual needs, all within a supportive and dynamic team environment. The role includes securing a guaranteed income for the initial years.
Key Responsibilities:
• Conduct financial reviews to assess client needs
• Utilize data insights to inform financial strategies
• Foster teamwork while enhancing client experience
• Champion continuous improvement initiatives
• Mentor junior staff and share industry knowledge
Requirements:
• Bachelor’s degree preferred
• 3–5 years in banking or financial services
• Willingness to secure RR licensing
• Commit to achieving CFP designation within three years
• ...