Drive financial success for clients at TD Wealth in Calgary, Alberta. As a Financial Planner, you will connect with clients passionately to tailor financial advice and solutions tailored to their distinct goals.This Financial Planner role requires expertise in managing investments for mass affluent clients. With a robust focus on relationship management, you'll conduct comprehensive financial reviews and assist clients in achieving their financial aspirations. By contributing actively to team goals,



you will enhance customer service and ensure effective program assessments.Key Responsibilities:Identify client financial and life goals through planning expertiseConduct relevant analyses and provide actionable recommendationsStrengthen customer service and enhance productivityMonitor service levels and continuously improve efficiencyMentor and support team members in financial best practicesRequirements:University degree preferred with 3–5 years in financial servicesCIRO Registered Representative license within 120 daysCertified Financial Planner designation within 3 yearsPassionate about helping clients achieve financial successStrong communication skills and entrepreneurial mindsetMake a meaningful impact on clients' lives through tailored financial planning at TD Wealth in Calgary.

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