Transform your career as a Financial Planner at TD in Edmonton, Alberta. Focus on client-centric wealth management through personalized advice and strong relationship-building skills.
Your role will involve helping clients set and achieve their life and financial goals while ensuring top-notch customer service. Use your analytical skills to assess financial strategies and make impactful recommendations for clients. You will be part of a team that thrives on collaboration and solutions-focused service.
Key Responsibilities:
• Conduct comprehensive reviews of client financial goals
• Perform analysis for ongoing program evaluation
• Foster strong client relationships through dedicated service




• Monitor productivity and enhance service processes
• Lead and mentor team members in financial planning
Requirements:
• University degree is preferred; 3-5 years of relevant experience
• CIRO RR license to be obtained within first 120 days
• CFP certification to be achieved within three years
• Solid networking and relationship-building abilities
• Excellent communication and problem-solving skills
Advance your financial planning career with TD Wealth in Edmonton and help clients succeed financially.
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📌 TD Financial Planner Role Edmonton
🏢 TD
📍 Edmonton