Line of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

The Financial

Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most skilled and personalized solutions and building award-winning, high-performing teams. Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices Contribute to team and department goals while strengthening customer service and dedication Monitor service,



productivity and assess efficiency and implement continuous improvements Maintain a culture of risk management and control, supported by aligned risk appetite 3 - 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred) ~ Achieve Certified Financial Planner (CFP) designation within first 3 years in role ~ Up to 10 years of qualifying work experience Passion for financial planning and driven to help clients reach their financial & life goals Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment You have excellent people and problem-solving skills that help you build and maintain client relationships TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities.

📌 Consultant , Financial Services - Banking (Calgary)
🏢 TD Bank
📍 Calgary