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Job Description & How to Apply Below
Join TD Wealth in Okotoks, Alberta as a Financial Planner and help clients achieve their financial goals. Utilize your expertise in relationship management and business development to deliver tailored advice and solutions.
In this role, you will focus on comprehensive financial planning for mass affluent clients. Your experience in managing client relationships will be essential as you conduct reviews, monitor service efficiency and build long-term relationships. Contribute to team goals and maintain dedication to exceptional customer service.
Key Responsibilities:
• Identify clients’ life and financial goals
• Conduct analysis and reporting to inform decisions
• Strengthen customer service with ongoing support
• Implement efficiency improvements and monitor productivity
• Stay updated on industry best practices
Requirements:
• University degree preferred
• 3-5 years in financial services managing relationships
• CIRO Registered Representative (RR) license required
• Achieve Certified Financial Planner (CFP) designation
• Strong knowledge of the financial industry and trends
Leverage your financial planning skills to empower clients with TD Wealth's premier services in Okotoks.
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