Financial Planning Specialist

1 month ago


Jamison, United States TD Bank N.A Full time

Position Overview:
The Transitional Financial Advisor (TFA) program is designed as a comprehensive three-year initiative tailored for individuals engaged in the financial advisory or planning sector. This role emphasizes the sale of investment management solutions while delivering expert financial planning assistance.

Key Responsibilities:
As a Transitional Financial Advisor, you will:

  • Utilize your expertise in Financial Advisory services to guide clients effectively.
  • Provide Financial Planning insights to help clients achieve their financial goals.
  • Enhance Customer Service experiences through personalized financial solutions.
  • Foster strong relationships with clients to improve their overall Customer Experience.
  • Engage in Banking operations to support client needs.

Qualifications:
We seek individuals who are passionate about finance and committed to providing exceptional service. Your ability to connect with clients and offer tailored financial strategies will be crucial to your success in this role.



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