Location
gaspé, gaspésie–îles-de- a madeleine, Canada
Posted
June 27, 2026
Job Description
Explore a vital role as a Financial Planner at TD Wealth in Gaspé, Quebec, focusing on delivering personalized financial advice and building client relationships. This opportunity allows for career development in a dynamic setting.
You will support mass affluent clients by identifying their financial goals and providing tailored solutions that reflect your financial planning expertise. Your commitment to client success will be foundational in creating loyalty and driving growth for TD Wealth. Engage in mentoring and continuous improvement practices to elevate our service standards.
Key Responsibilities:
• Establish clients' life and financial goals through detailed planning
• Conduct reporting and analysis for effective recommendations
• Drive team objectives while elevating customer service levels
• Monitor and enhance service productivity and efficiency
• Maintain a risk management culture aligned with the organization
Requirements:
• Diploma from the Insti...
You will support mass affluent clients by identifying their financial goals and providing tailored solutions that reflect your financial planning expertise. Your commitment to client success will be foundational in creating loyalty and driving growth for TD Wealth. Engage in mentoring and continuous improvement practices to elevate our service standards.
Key Responsibilities:
• Establish clients' life and financial goals through detailed planning
• Conduct reporting and analysis for effective recommendations
• Drive team objectives while elevating customer service levels
• Monitor and enhance service productivity and efficiency
• Maintain a risk management culture aligned with the organization
Requirements:
• Diploma from the Insti...