Explore career opportunities at TD Wealth's in-person career event in Edmonton on September 16th, 2026. Engage with our leadership team and discover how you can make a difference in financial planning.
This exclusive event welcomes experienced professionals in financial planning. Ideal candidates will have strong relationship management skills and will be able to provide personalized investment solutions. Join us to learn about role responsibilities including client goal identification and ongoing service to enhance client satisfaction.
Key Responsibilities:
• Identify client life and financial goals through comprehensive reviews • Conduct thorough analysis and make actionable recommendations • Strengthen customer service while meeting team goals • Monitor and improve service productivity and efficiency • Maintain risk management culture and practices
Requirements: • University degree with 3-5 years in financial services • CIRO Registered Representative license within 120 days • Achieve Certified Financial Planner designation within 3 years • Proven skills in relationship building and problem solving • Passionate about helping clients meet financial goals
Join us to learn how to thrive in a team-oriented and growth-oriented environment at TD Wealth. #J-18808-Ljbffr