Become a Financial Planner with TD Wealth in Calgary, Alberta, and help clients achieve their financial goals. Leverage your expertise in financial planning to provide comprehensive advice and build meaningful relationships.

This role focuses on relationship management, business development, and financial planning for mass affluent clients. You will identify goals, conduct analyses, and enhance customer service while contributing to team objectives. Your role will integrate mentorship and continuous improvement initiatives to advance client satisfaction and loyalty.

Key Responsibilities:
• Identify and assess client life and financial goals
• Conduct analyses to draw actionable conclusions
• Strengthen team goals through dedicated service




• Monitor efficiency and initiate improvements
• Share expertise and mentor junior colleagues

Requirements:
• University degree preferred
• 3 – 5 years in financial services industry
• CIRO Registered Representative license in 120 days
• Certified Financial Planner designation within 3 years
• Deep industry knowledge and solid communication skills

Utilize your financial planning skills at TD Wealth to create personalized client solutions that foster long-term relationships.
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📌 Financial Planner at TD Wealth (Alberta)
🏢 The Toronto-Dominion Bank (Canada)
📍 Alberta