Financial Planner Wealth

Position: Financial Planner at TD Wealth
Elevate your financial planning career with TD Wealth in Calgary, Alberta. Focus on personalized strategies and business development to help clients achieve their financial goals.

As a Financial Planner, you will utilize your skills in analysis and relationship building to create comprehensive financial plans for clients.

Your role will emphasize client motivation and mentorship, supporting both the client's success and the team's growth objectives.

Key Responsibilities:

• Identify client life and financial goals thoroughly

• Conduct in-depth reporting for informed recommendations

• Monitor service performance and suggest improvements

• Provide mentorship and guidance to team members

• Uphold a culture of risk management and control

Requirements:

• University degree preferred for the role

• 3–5 years of client relationship management experience

• CIRO Registered Representative (RR) license within 120 days

• Achieve CFP designation within three years

• Entrepreneurial spirit and sales experience

Leverage your expertise in financial planning to drive client success and enhance your career at TD Wealth in Calgary.
#J-18808-Ljbffr