Shape client financial futures as a Financial Planner at TD Wealth in Airdrie, Alberta. Focus on developing wealth management strategies to meet diverse client needs.

As a Financial Planner with TD Wealth, you will provide expert financial planning and advice to affluent clients, ensuring their goals are met through personalized service. You'll engage in strategic relationship building and use financial analysis to inform client decisions. Your role will also include mentoring and guiding team members in financial services.

Key Responsibilities:
• Develop tailored financial plans for individual clients
• Conduct ongoing service assessments and recommendation analysis
• Support long-term client relationships through personalized advice




• Drive improvements in service and productivity team-wide
• Share industry knowledge and foster a risk-managed culture

Requirements:
• University Degree is preferred
• 3-5 years managing client relationships in finance
• Obtain CIRO Registered Representative license promptly
• Certified Financial Planner designation expected within 3 years
• Solid communication and relationship management skills

Leverage your expertise to create impactful financial strategies for clients with TD Wealth.
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📌 TD Wealth Financial Planner Role (Alberta)
🏢 TD
📍 Alberta