Financial Planner-Okotoks
Okotoks, ABSur placeTemps plein
TT
The Toronto-Dominion Bank (Canada)
3+ ansCandidates need several years of experience in financial services managing client relationships and giving financial advice, plus strong sales and business development skills. They must obtain a CIRO Registered Representative licence within 120 days and the CFP designation within 3 years, and a university degree is preferred.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting