Financial Planner at TD Wealth

Drive financial success for mass-affluent clients at TD Wealth in Edmonton, Alberta. This role focuses on comprehensive financial planning and investment strategies to help clients reach their financial goals.

As a Financial Planner, you'll provide tailored investment advice while managing important client relationships. Your expertise will develop long-term client trust through ongoing support and strategic financial planning. Emphasizing collaboration, you will contribute to team goals and strengthen customer service initiatives.

Key Responsibilities:

• Identify and assess clients' financial goals and life objectives

• Build strong client relationships through expert financial planning

• Conduct in-depth financial analysis and reporting

• Monitor service productivity to implement continuous improvements

• Provide mentorship and support to colleagues

Requirements:

• University Degree preferred in relevant field

• 3–5 years of financial services experience

• CIRO Registered Representative license within 120 days

• CFP designation required within 3 years

• Excellent communication and problem-solving skills

Support clients' financial aspirations and enhance your career with TD Wealth in Edmonton.
#J-18808-Ljbffr