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 needsConduct comprehensive financial reviews for client portfoliosMonitor service delivery and suggest efficiency improvementsProvide mentorship and build cooperative team cultureStay informed on industry trends and regulationsRequirements:University Degree preferred, minimum 3-5 years in financeCIRO Registered Representative license within 120 daysAchieve CFP designation within 3 yearsStrong relationship management and communication skillsEntrepreneurial mindset for business developmentLeverage your financial expertise to drive success for clients at TD Wealth in Edmonton.

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