Financial Planner at TD Wealth

Elevate clients' financial journeys as a Financial Planner with TD Wealth in Edmonton, Alberta. Leverage your expertise in relationship building to provide tailored financial solutions.

TD Wealth is searching for an experienced Financial Planner to join its team in Edmonton. With a focus on long-term client relationships and personalized wealth planning, you will assess clients' financial goals and deliver comprehensive advice. The role emphasizes collaboration, continuous improvement, and mentorship, ensuring you thrive in a supportive environment.

Key Responsibilities:

• Identify client financial goals and offer comprehensive planning

• Conduct detailed analysis and reporting for informed recommendations

• Contribute to team goals while enhancing customer service

• Monitor service productivity and implement improvements

• Stay updated on industry best practices and trends

Requirements:

• University Degree preferred

• 3-5 years in financial services with client relationship management

• CIRO Registered Representative license within 120 days

• Achieve CFP designation within 3 years

• Excellent communication and problem-solving skills

Bring your passion for financial planning to TD Wealth and help clients achieve their dreams.
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