Drive financial success for clients at TD Wealth in Calgary, Alberta. As a Financial Planner, you will connect with clients passionately to tailor financial advice and solutions tailored to their distinct goals.

This Financial Planner role requires expertise in managing investments for mass affluent clients. With a robust focus on relationship management, you'll conduct comprehensive financial reviews and assist clients in achieving their financial aspirations. By contributing actively to team goals, you will enhance customer service and ensure effective program assessments.

Key Responsibilities:
• Identify client financial and life goals through planning expertise
• Conduct relevant analyses and provide actionable recommendations
• Strengthen customer service and enhance productivity




• Monitor service levels and continuously improve efficiency
• Mentor and support team members in financial best practices

Requirements:
• University degree preferred with 3–5 years in financial services
• CIRO Registered Representative license within 120 days
• Certified Financial Planner designation within 3 years
• Passionate about helping clients achieve financial success
• Strong communication skills and entrepreneurial mindset

Make a meaningful impact on clients' lives through tailored financial planning at TD Wealth in Calgary.
#J-18808-Ljbffr

📌 Financial Planner at TD Wealth Calgary (Alberta)
🏢 The Toronto-Dominion Bank (Canada)
📍 Alberta