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.

📌 TD Wealth Financial Planner Calgary
🏢 TD Bank Group
📍 Calgary