Support TD Wealth clients with financial advice, tailored investment solutions, and relationship management in Calgary, Alberta. This role offers 37.5 hours weekly.
The Financial Planner position serves mass affluent investing clients through a sophisticated goals discovery approach. You will help clients pursue financial and life goals while delivering personalized service. Success includes business development, analysis, collaboration, and attention to regulatory and market conditions.
Key Responsibilities: Help clients pursue financial goals and objectives
Deliver personalized advice, solutions, and service
Prospect external business development opportunities through networking
Contribute to team and department goals
Maintain risk management and control practices
Requirements: Passion for financial planning and client goal achievement
Entrepreneurial spirit and high-value sales experience
Understanding of industry, markets, competition, and regulations
Excellent people and problem-solving skills
Robust communication and collaboration abilities
Use financial advice, business development, and communication skills to serve mass affluent clients through TD Wealth’s planning team.

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📌 Wealth Management Financial Advisor (Alberta)
🏢 TD Bank Group
📍 Alberta