Wealth Management Planner at TD

Join TD as a Financial Planner in Calgary, where you will provide strategic wealth management advice tailored to affluent clients. Your expertise will drive client success.

In this full-time role, you will focus on relationship building and financial planning, assisting clients to navigate their financial ambitions. With a background in the financial services industry, you will perform thorough analysis and foster ongoing relationships, contributing to the department's success. Emphasizing customer service excellence, you will help clients achieve their personal and financial objectives.

Key Responsibilities:

• Identify and align client financial goals

• Conduct reviews and provide comprehensive financial solutions

• Foster improvement and service dedication

• Mentor team members in financial best practices

• Engage in risk management activities

Requirements:

• Preferred university degree

• 3-5 years in financial client advising

• CIRO Registered Representative licensing within 120 days

• Certified Financial Planner within 3 years

• Vietnamese language skills considered beneficial

Utilize your financial planning skills to make an impact in client lives at TD.
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