Wealth Financial Planner Specialist

Position: TD Wealth Financial Planner Specialist
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.
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