Investment Advisor

19 hours ago


Stockholm, Stockholm, Sweden TD Full time

As a Financial Planning Specialist with TD Wealth, you will play a key role in identifying client life and financial goals, providing comprehensive reviews and building long-term relationships.

The ideal candidate will have a university degree and 3-5 years of experience within the financial services industry managing client relationships.

Candidates should possess a Canadian Securities Course (CSC) or CFA Level 1 (or higher) and complete Conduct & Practices Handbook (CPH) within the first 90 days in role.

The selected candidate will demonstrate a passion for financial planning and a driven attitude to help clients reach their financial and life goals.

A deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment is essential for success in this role.

The ideal candidate will be knowledgeable of best practices and procedures and stay ahead of emerging trends.



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