Financial Planning Specialist Wealth

Position: Financial Planning Specialist at TD Wealth
Become a Financial Planning Specialist with TD Wealth in Calgary, Alberta. Focused on delivering personalized financial advice and relationship management, this role is integral to client success.

As part of the financial planning team, your main responsibility will be to help clients identify and attain their financial objectives. You'll utilize your strong communication and problem-solving skills to enhance any client interaction while contributing to a supportive work atmosphere. Continuous improvement in service delivery will be a priority for you.

Key Responsibilities:

• Identify and analyze clients’ financial and life goals

• Conduct thorough assessments and make informed recommendations

• Enhance team collaboration while improving customer service

• Implement efficiency measures and monitor outcomes

• Mentor colleagues to promote growth and knowledge

Requirements:

• Preferred University Degree

• 3–5 years managing client relationships in financial services

• CIRO Registered Representative license within 120 days

• CFP designation must be obtained in 3 years

• Deep sales and business development experience

Harness your passion for financial planning to provide exceptional service at TD Wealth.
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