Join TD Wealth in Airdrie, Alberta, and leverage your skills as an Experienced Financial Planner. Deliver tailored financial advice that empowers clients to reach their financial aspirations.
In this role, you'll be integral to TD Wealth's commitment to personalized client service. Focused on high-value relationships, you'll identify and achieve client financial goals while contributing to team productivity. Utilize your expertise to mentor colleagues and implement best practices in client management.
Key Responsibilities:
• Conduct detailed financial reviews and assessments
• Build and maintain solid client relationships over time
• Analyze results to identify service improvement opportunities
• Support team goals and enhance overall client experience
• Mentor team members in financial management best practices
Requirements:
• University Degree required
• 3-5 years of experience in client financial services
• CIRO Registered Representative license within initial 120 days
• Certified Financial Planner designation within 3 years
• Excellent networking and sales experience is essential
Drive client success and elevate your career as a Financial Planner at TD Wealth.
#J-18808-Ljbffr

📌 Experienced Financial Planner Opportunity (Airdrie)
🏢 TD
📍 Airdrie