Take your career to the next level as an Associate Planner at TD Wealth in hybrid environments in Montréal, Quebec. Provide expert financial advice to clients and help achieve their goals.
In this full-time role, you will play a critical part in building strong client relationships through personalized financial and investment planning. With a focus on leveraging both phone and digital channels, you will engage clients effectively to enhance their financial success. Achieving client retention and satisfaction will be key to your contributions.
Key Responsibilities:
• Build financial planning relationships with existing clients
• Develop sales plans to acquire and retain clients
• Provide tailored investment strategies and advice
• Maintain regular communication regarding client financial plans
• Partner with TD Retail and Wealth Management for best client outcomes
Requirements:
• Bachelor’s degree preferred
• 3–5 years of relevant banking or finance experi...