Financial Planner Wealth

Position: Financial Planner at TD Wealth
Elevate your career in financial planning with TD Wealth in Edmonton, Alberta. Focus on personalized client solutions and goal-driven wealth management in a dynamic team environment.

As a Financial Planner with TD Wealth, you will identify and help clients achieve their financial and life goals. With a strong emphasis on building long-term relationships, you will use your expertise to conduct reviews and provide tailored investment solutions. This role requires a deep understanding of the industry, exceptional problem-solving skills, and a passion for client service.

Key Responsibilities:

• Identify life and financial goals for clients

• Conduct analysis and reporting for informed recommendations

• Strengthen client relationships through comprehensive services

• Monitor service efficiency and implement improvements

• Provide mentorship and direction to team members

Requirements:

• University Degree and 3-5 years in financial services

• CIRO Registered Representative (RR) license required

• Achieve CFP designation within three years

• Strong entrepreneurial spirit and networking ability

• Excellent communication and collaborative skills

Become a trusted advisor for clients by joining TD Wealth's exceptional team in Edmonton.
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