Wealth Management Financial Planner

TD Wealth is seeking an experienced Financial Planner in Calgary, Alberta, focusing on relationship management and financial goal achievement.

This role offers a holistic approach to personal financial planning.

As a Financial Planner, you will leverage your expertise to provide tailored financial advice to mass affluent clients. The ideal candidate will have a passion for client success, strong analytical abilities, and experience in the financial services industry. You'll build long-lasting client relationships while contributing to team goals through proactive support and service enhancement.

Key Responsibilities:

• Identify and assess client financial goals

• Conduct detailed financial reviews and analyses

• Build and nurture long-term client relationships

• Implement best practices to enhance service efficiency

• Mentor and provide guidance to team members

Requirements:

• University degree in relevant field preferred

• 3-5 years experience in financial services

• CIRO Registered Representative license within 120 days

• Achieve Certified Financial Planner designation within 3 years

• Strong problem-solving and communication skills

Combine your financial planning passion with your relationship-building skills at TD Wealth in Calgary.
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