Financial Planner TD Wealth
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-19
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Elevate your financial planning career with TD Wealth in Calgary, Alberta, as a Financial Planner focused on mass affluent clients. Utilize your expertise to empower clients in their investment journeys.
TD Wealth is seeking a Financial Planner to join their Financial Planning team. In this role, you'll identify client financial goals, analyze data, and nurture long-term relationships with clients. With a strong emphasis on risk management and continuous improvement, you'll ensure the highest standard of service and professionalism in financial advisory.
Key Responsibilities:
• Identify client life and financial goals for tailored advice
• Conduct analysis, draw conclusions, and recommend strategies
• Strengthen customer service and team contributions
• Monitor service productivity and implement improvements
• Maintain knowledge of industry trends and best practices
Requirements:
• University degree preferred
• 3–5 years in financial services client management
• CIRO Registered Representative license within 120 days
• Achieve CFP designation within 3 years
• Excellent communication and problem-solving skills
Become the trusted advisor your clients need at TD Wealth in Calgary.
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