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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Job Summary
- Location: Notre-Dame-De-l'Île-Perrot, Quebec, Canada.
- Hours: 37.5 hours per week.
- Line of Business: TD Wealth.
- Base Salary: 70,000 CAD per year (plus commission based earnings).
Responsibilities
- Identify client life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service, productivity and assess efficiency and implement continuous improvements.
- Be knowledgeable of best practices and ...