Job Description
Location
Rouyn, Quebec, Canada
Hours
37.5 hours per week
Compensation
Base salary $70,000 CAD · Commission based earnings.
Job Description
TD Wealth provides a sophisticated and holistic goals discovery approach to wealth planning and protection, delivering highly personalized advice, solutions, and service to clients.
Responsibilities
- Identify your client's 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, produc...