TD Wealth seeks a Financial Planner in Calgary, Alberta, using comprehensive financial planning and relationship-building expertise. The role serves mass affluent investing clients.
As a Financial Planner, you will identify life and financial goals, provide personalized advice, and build long-term client relationships. You will conduct analysis, make recommendations, support team goals, and maintain robust risk management and customer service.
Key Responsibilities: Identify clients’ life and financial goals
Provide comprehensive financial planning reviews and advice
Build long-term relationships through ongoing client services
Analyze reports and recommend program improvements
Monitor service, productivity, efficiency, and emerging trends
Requirements: University degree preferred
Three to five years managing financial services client relationships preferred
Experience providing financial advice and tailored investment solutions
Obtain CIRO Registered Representative license within 120 days
Achieve Certified Financial Planner designation within three years
Bring financial planning expertise, client relationship skills, and investment advice experience to TD Wealth’s Calgary team.

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📌 TD Wealth Financial Planner Calgary (Alberta)
🏢 TD Bank Group
📍 Alberta