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.

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