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 collaborative setting
• 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.
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📌 Wealth Financial Planner in Okotoks
🏢 TD
📍 Okotoks