Financial Planner Wealth

Position: Financial Planner at TD Wealth
Drive client financial success as a Financial Planner with TD Wealth in Calgary, Alberta. Use your expertise to help clients achieve tailored financial goals in a collaborative setting.

TD Wealth is seeking a Financial Planner focused on relationship management and business development. This role demands 3-5 years of client management experience and a commitment to personalized service. You will analyze financial reports, deliver bespoke recommendations, and offer mentorship to team members.

Key Responsibilities:

• Identify and explore client financial and life goals

• Conduct analysis and deliver tailored recommendations

• Contribute to team objectives and service excellence

• Monitor productivity and suggest improvements

• Mentor and support colleagues in client management

Requirements:

• University Degree preferred

• 3-5 years in managing finance client relationships

• Obtain CIRO Registered Representative within 120 days

• Certified Financial Planner designation within 3 years

• Strong communication and relationship-building skills

Utilize your financial planning expertise to empower clients and enhance their financial wellbeing at TD Wealth.
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