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 robust communication skills Utilize your financial planning skills at TD Wealth to create personalized client solutions that foster long-term relationships.

📌 Financial Planner At Td Wealth Calgary
🏢 The Toronto-Dominion Bank (Canada)
📍 Calgary