Wealth Financial Planner Specialist
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-23
Listing for:
TD
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Join TD Wealth as a Financial Planner in Calgary, Alberta, to support clients in reaching their financial aspirations. Leverage planning skills to provide personalized services and build strong relationships.
In this role, you will manage client relationships effectively while focusing on business development and team collaboration. Your experience of 3-5 years will guide clients through financial analysis, delivering individualized strategies. Invest in team success by mentoring peers and enhancing overall customer service.
Key Responsibilities:
• Identify and assess client financial and life goals
• Perform analysis and present customized recommendations
• Collaborate to meet team objectives and client satisfaction
• Track service productivity and recommend enhancements
• Provide mentorship and support to fellow team members
Requirements:
• Preferred University Degree
• 3-5 years in finance client relationship management
• CIRO Registered Representative within 120 days
• Certified Financial Planner designation within three years
• Excellent communication and relationship-building abilities
Bring your financial insight and client support expertise to the forefront at TD Wealth in Calgary.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×