TD Wealth Financial Planner Position

Shape your future with TD Wealth as a Financial Planner in Calgary, Alberta, focusing on mass affluent investing clients. Use your expertise to provide effective financial strategies and solutions.

In this engaging role, you will connect with clients to identify their financial aspirations and deliver packaged investment advice tailored to their needs.

You'll work with in a dynamic team while contributing positively to department goals and risk management practices.

Key Responsibilities:

• Develop comprehensive client financial reviews and plans

• Analyze data, provide recommendations, and assess effectiveness

• Enhance customer service while supporting team objectives

• Implement continuous improvements in service delivery

• Maintain a culture of risk management in all practices

Requirements:

• University degree is preferred

• 3–5 years of client relationship experience

• CIRO Registered Representative license within 120 days

• Obtain CFP designation within 3 years

• Passionate about financial planning with robust skills

Drive impactful financial planning solutions at TD Wealth in Calgary.
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