Build toward Certified Financial Planner designation while advising TD Wealth clients in Calgary, Alberta. Apply financial services experience, analysis, and communication skills.

This Financial Planner role focuses on comprehensive planning, protection, and long-term relationships with mass affluent investing clients. You will assess goals, recommend tailored solutions, monitor service effectiveness, and contribute to a positive, service-oriented workplace. The position requires professional development through specified licensing and designation milestones.

Key Responsibilities:

- Conduct comprehensive client reviews and relevant analysis
- Draw conclusions and make financial recommendations
- Assess program, policy, and practice effectiveness
- Apply expertise while mentoring and assisting others




- Support continuous improvements in service and productivity

Requirements:

- Three to five years’ financial services experience preferred
- Client relationship management and tailored investment solutions experience
- CIRO Registered Representative license within first 120 days
- Certified Financial Planner designation within first three years
- University degree or eligible CFP pathway

Develop financial planning expertise while delivering personalized advice, relationship management, and tailored investment solutions for TD Wealth clients.

📌 Certified Financial Planner Development Track (Calgary)
🏢 TD Bank Group
📍 Calgary