Financial Planner-North Shore
North Vancouver, BCSur placeTemps plein
TT
The Toronto-Dominion Bank (Canada)
3+ ansCandidates need financial services experience managing client relationships and giving investment advice, ideally 3 to 5 years, plus a university degree preferred. They must obtain a CIRO Registered Representative licence and the CFP designation within set timelines.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting