Job Description & How to Apply Below
Join TD Wealth in Calgary as a Financial Planner for mass affluent clients. Leverage your deep industry knowledge and people skills to craft tailored investment solutions.
As a Financial Planner at TD Wealth, you will manage client relationships and provide expert financial advice. This role involves a commitment to continuous improvement while fostering a positive work environment. Your ability to analyze client goals will drive program effectiveness and the delivery of exceptional customer service.
Key Responsibilities:
• Conduct in-depth client reviews to identify financial objectives
• Provide comprehensive analysis and actionable recommendations
• Contribute to team success through collaboration and mentorship
• Monitor and enhance service productivity
• Stay updated on trends and best practices in financial planning
Requirements:
• Bachelor's degree preferred
• 3–5 years experience in financial advisory
• CIRO Registered Representative license required
• Achieve CFP within 3 years
• Strong collaboration and entrepreneurial mindset
Empower clients with your financial expertise at TD Wealth in Calgary.
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Position Requirements
5+ Years
work experience
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