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Assistant Financial Planner RoleTD • Oshawa, Durham Region, CA
Assistant Financial Planner Role

Assistant Financial Planner Role

TD • Oshawa, Durham Region, CA
2 days ago
Job type
  • Full-time
Job description
Join us as an Assistant Financial Planner! This role focuses on empowering clients in Oshawa, Ontario with strategic financial advice and support. In this position, you will partner with clients to understand their life and financial objectives while conducting thorough financial reviews. Your analysis and recommendations will be backed by data-driven insights, helping you create effective financial solutions. Team collaborations will be essential in improving client experiences and delivering service excellence. Key Responsibilities: • Conduct financial reviews to understand client objectives • Leverage data insights for effective recommendations • Foster collaboration to enhance the client experience • Monitor productivity and suggest efficiency improvements • Keep updated on latest industry trends Requirements: • Preferred Bachelor’s degree • 3-5 years in banking services related to client management • Willing to obtain CIRO RR licensing • Intent to achieve CFP designation • Excellent communication and problem-solving skills Shape your career while making a meaningful impact on clients’ financial journeys as an Assistant Financial Planner. #J-18808-Ljbffr
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Assistant Financial Planner Role • Oshawa, Durham Region, CA

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