Financial Planner TD Wealth

Position: Financial Planner for TD Wealth
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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