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 goalsConduct analyses to draw actionable conclusionsStrengthen team goals through dedicated serviceMonitor efficiency and initiate improvementsShare expertise and mentor junior colleaguesRequirements:University degree preferred3 – 5 years in financial services industryCIRO Registered Representative license in 120 daysCertified Financial Planner designation within 3 yearsDeep industry knowledge and robust communication skillsUtilize 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