At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and investment solutions.
- Company: Join TD Wealth, a leader in financial planning and client service.
- Benefits: Enjoy a competitive salary, flexible hours, and opportunities for growth.
- Other info: Collaborative team environment with a focus on personal and professional development.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Passion for finance, strong communication skills, and entrepreneurial spirit.
The predicted salary is between 63000 - 77000 $ per year.
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
- Strong communication and collaboration abilities
Use financial advice, business development, and communication skills to serve mass affluent clients through TD Wealth's planning team.
Wealth Management Financial Advisor in 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.
