TD Wealth in Edmonton, Alberta is seeking an experienced professional to provide comprehensive financial planning and advice to mass affluent clients. You will build long-term relationships through tailored investment strategies and ongoing service.
The role emphasizes reporting, analysis, risk management, and mentorship within a collaborative team. A university degree and relevant licenses or CFP progression are preferred, with a robust focus on client outcomes and ethical financial guidance.
📌 Wealth Planner for Mass Affluent Clients | CFP Path (Edmonton)
🏢 TD
📍 Edmonton