TD Wealth seeks a Financial Planner in Calgary, Alberta, using comprehensive financial planning and relationship-building expertise. The role serves mass affluent investing clients.
As a Financial Planner, you will identify life and financial goals, provide personalized advice, and build long-term client relationships. You will conduct analysis, make recommendations, support team goals, and maintain strong risk management and customer service.
Key Responsibilities:
- Identify clients' life and financial goals
- Provide comprehensive financial planning reviews and advice
- Build long-term relationships through ongoing client services
- Analyze reports and recommend program improvements
- Monitor service, productivity, efficiency, and emerging trends
Requirements:
- University degree preferred
- Three to five years managing financial services client relationships preferred
- Experience providing financial advice and tailored investment solutions
- Obtain CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within three years
Bring financial planning expertise, client relationship skills, and investment advice experience to TD Wealth's Calgary team.
TD Wealth Financial Planner Calgary employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
