Description

This role works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. 

Possesses broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. Must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a l...