Financial planning and relationship management define this Calgary TD Wealth role. Advise mass affluent clients through comprehensive planning and tailored investment solutions.
As a Financial Planner, you will identify client life and financial goals, provide ongoing advice, and build long-term relationships. Your work combines financial planning expertise, business development, reporting, analysis, and customer service. You will contribute to team goals while maintaining risk management and control.
Key Responsibilities: Identify client goals and conduct comprehensive financial planning reviews
Build long-term relationships through advice and ongoing services
Analyze reporting results and recommend program improvements




Prospect external business development opportunities through networking
Monitor service, productivity, efficiency, and emerging industry trends
Requirements: University degree preferred
Three to five years managing financial services client relationships preferred
CIRO Registered Representative license within 120 days
Certified Financial Planner designation within three years
Strong communication, problem-solving, and team-oriented skills
Bring financial planning, relationship management, and investment advice expertise to TD Wealth clients in Calgary.

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