TD Wealth in Okotoks, Alberta is seeking a Financial Planner to deliver comprehensive planning and advice to mass affluent investing clients. You will identify clients' life and financial goals, review plans, and foster long-term relationships through proactive service and business development.
The role emphasizes reporting, risk-aware operations, and ongoing career development. A university degree and regulatory licenses or designations are required or pursued within set timelines.
📌 Wealth Planner: Personal Finance Strategy & Growth (Okotoks)
🏢 The Toronto-Dominion Bank (Canada)
📍 Okotoks
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