Elevate your career as a Financial Planner with TD Wealth in Edmonton, Alberta. Focus on delivering personalized wealth strategies and fostering client relationships to achieve financial goals.
TD Wealth seeks an experienced Financial Planner to assist mass affluent clients in navigating their comprehensive financial planning needs. With a passion for building long-term relationships, you will identify clients' financial objectives while providing expert analysis and recommendations. Your role involves conducting in-depth cost-benefit analyses, driving business development, and enhancing customer service to meet team and departmental goals.
Key Responsibilities:
• Identify and assess clients' financial goals and needs
• Conduct comprehensive financial reviews for client portfolios




• Monitor service delivery and suggest efficiency improvements
• Provide mentorship and build collaborative team culture
• Stay informed on industry trends and regulations
Requirements:
• University Degree preferred, minimum 3-5 years in finance
• CIRO Registered Representative license within 120 days
• Achieve CFP designation within 3 years
• Robust relationship management and communication skills
• Entrepreneurial mindset for business development
Leverage your financial expertise to drive success for clients at TD Wealth in Edmonton.
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📌 Financial Planner at TD Wealth Edmonton
🏢 The Toronto-Dominion Bank (Canada)
📍 Edmonton