Become a Financial Planner at TD Wealth in Calgary, Alberta, focusing on providing strategic financial planning to help affluent clients achieve their dreams. Leverage your expertise and client relationships. TD is seeking an experienced Financial Planner who excels at advising mass affluent clients.
In this role, you will identify financial goals, conduct detailed analyses, and ensure client success through personalized advice. You will contribute to team goals while enhancing service quality and efficiency in a rewarding workplace. Key Responsibilities:
- Identify clients' financial goals and action plans
- Conduct reporting and analysis for informed decision-making
- Strengthen customer service and improve team dynamics
- Monitor and assess productivity levels regularly
- Encourage the adoption of best financial practices Requirements:
- University Degree preferred; 3-5 years experience needed
- CIRO Registered Representative license required within 120 days
- Attain Certified Financial Planner status within 3 years
- Strong communication and client engagement skills
- Entrepreneurial spirit for business development opportunities Help shape the financial futures of clients with TD Wealth's expert team.
📌 Financial Planner Role at TD Wealth (Calgary)
🏢 TD
📍 Calgary