Financial Planner - L'Île-Perrot

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 procedures and stay ahead of emerging trends.
...