Description

TD Wealth is a financial planning team focused on helping clients achieve their financial goals while delivering a legendary customer experience.

Responsibilities

• Identify client life and financial goals, provide comprehensive reviews, build long‑term relationships through financial planning expertise, relationship building, and ongoing services.
• Conduct reporting and relevant analysis 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, implementing continuous improvements.
• Maintain knowledge of best practices, procedures and emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management a...