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Job Description & How to Apply Below
Elevate your financial planning career with TD Wealth in Calgary, Alberta. This role focuses on personalized client relationships and business development in a collaborative environment.
As a Financial Planner, you'll interact closely with clients to identify their financial goals and deliver tailored advice. Your expertise will be vital in enhancing customer experiences and driving continuous improvement within the team. Additionally, relationship management and business development will be key focuses of your role.
Key Responsibilities:
• Identify clients' financial and life goals through comprehensive reviews
• Conduct analysis and reporting to inform recommendations
• Strengthen customer service and contribute to team goals
• Monitor service efficiency and recommend improvements
• Provide mentorship and build a positive team culture
Requirements:
• University Degree preferred
• 3–5 years of financial services experience
• CIRO Registered Representative license required within 120 days
• Achieve CFP designation within 3 years
• Strong networking and high-value sales experience
Leverage your passion for financial planning to help clients succeed at TD Wealth in Calgary.
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