Provide comprehensive financial planning for investing clients as a Financial Planner with TD Wealth in onsite Okotoks, Alberta. Build trusted relationships through tailored advice.
This Financial Planner role serves mass affluent clients through relationship management, financial advice, and business development. You will identify life and financial goals, deliver personalized solutions, and support long-term client relationships. The position also contributes to team goals, service quality, and risk management.
Key Responsibilities: Identify clients’ life and financial goals
Conduct comprehensive reviews and provide tailored recommendations
Build long-term relationships through ongoing client services




Prospect external business development opportunities through networking
Monitor service, productivity, and operational efficiency
Requirements: Three to five years managing financial services client relationships
Experience providing financial advice and tailored investment solutions
University degree preferred
CIRO Registered Representative license within 120 days
Achieve Certified Financial Planner designation within three years
Bring financial planning expertise, relationship management, and client-focused advice to TD Wealth clients in Okotoks.

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