Financial Planner
TD Bank
Montreal, QC
4d ago

The FP is focused on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-

in assets. Through ongoing relationship management, the FP offers sound advice with a focus on Retirement and Investment Planning by assisting clients in identifying goals, potential barriers and recommending appropriate solutions.

The FP will also identify opportunities to refer clients to other TD partners, i.e. Retail and Wealth Management Partners.

Requirements

Licensed to sell Mutual Funds and 3-5 years industry experience.

Licensed with IIROC as a Registered Representative OR if not currently licensed :

Financial Planning diploma from the Institut québécois de planification financière (IQPF) is required

Professional team player with excellent relationship management skills, both internally and externally.

Demonstrated ability to gather assets.

Excellent communicator both verbally and written with proven presentation skills in French and in English.

Additional Information

2 positions to fill in following locations : Greater MontrealWest Island

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