TD Wealth Financial Planner in Swift
Job in
Swift Current, Regina, Saskatchewan, S4M, Canada
Listed on 2026-06-17
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Swift Current
Join TD Wealth's expert team as a Financial Planner in Swift Current, Saskatchewan. This role emphasizes comprehensive financial guidance and exceptional client engagement to drive results.
You will support affluent clients by identifying their financial aspirations and providing tailored planning solutions. This position not only fosters your professional growth but also contributes significantly to the team's success in wealth management. Your ability to build lasting relationships will be key to fostering client loyalty.
Key Responsibilities:
• Identify and align clients' financial goals
• Perform reporting and analyze outcomes
• Elevate customer service standards
• Assess and improve service efficiency
• Mentor peers in financial planning practices
Requirements:
• Preferred university degree
• 3–5 years in financial services
• Canadian Securities Course or CFA Level 1 required
• CFP designation to be achieved within 3 years
• Conduct & Practices Handbook compliance within 90 days
Bring your passion for financial planning and client relationships to TD Wealth as a Financial Planner.
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