Join TD Wealth as a Financial Planner in Okotoks, Alberta, and empower clients to achieve their financial goals. Utilize your expertise in financial planning and relationship management to foster long-lasting client relationships. In this role, you will be an integral part of the Financial Planning team, focusing on mass affluent investing clients.

With 3-5 years of financial services experience, your skills in personalized advice and business development will shine. You will help clients with goal identification and long-term planning through comprehensive service and relationship building. Key Responsibilities:

- Identify and assess client financial goals and life objectives
- Conduct detailed reviews and relevant analyses of client portfolios




- Implement continuous improvements to strengthen service efficiency
- Mentor team members and foster a team-oriented environment
- Cultivate a culture of risk management and control Requirements:
- University degree is preferred
- 3-5 years managing client relationships in financial services
- CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within 3 years
- Strong communication and problem-solving abilities Bring your passion for financial planning to TD and make a significant impact on clients' lives.

📌 Wealth Financial Planner in Okotoks
🏢 TD
📍 Okotoks