Financial Planner Wealth

Position: Financial Planner at TD Wealth
Elevate your career with TD Wealth as a Financial Planner in Winnipeg, Manitoba. Utilize your finance expertise to guide clients toward achieving their financial goals through personalized planning solutions.

This opportunity is for experienced professionals with a background in financial services, focusing on relationship management and business development. You will engage with mass affluent clients, conduct comprehensive reviews, and help them navigate their financial objectives. Join a team that values client relationships, teamwork, and continuous improvement, all while being supported by TD’s strong reputation in wealth management.

Key Responsibilities:

• Identify and assess client life and financial goals

• Conduct comprehensive reviews and analyses for clients

• Provide ongoing mentorship and direction to team members

• Monitor service efficiency and implement improvements

• Maintain a culture of risk management and control

Requirements:

• University degree preferred

• 3-5 years in financial services industry

• CIRO Registered Representative license required

• Achieve Certified Financial Planner designation within 3 years

• Strong communication and problem-solving skills

Shape client financial futures and drive your career with TD Wealth in Winnipeg.
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