Bring your passion for financial planning to TD Wealth in Edmonton, Alberta. Provide comprehensive strategies for mass affluent clients while fostering lasting relationships and achieving their financial goals.
As a Financial Planner, you will leverage your expertise to advise clients on investments, build client relationships, and conduct detailed financial analyses. The role emphasizes business development and effective communication, supporting clients in reaching their life goals through tailored financial solutions.
Key Responsibilities:
- Provide comprehensive financial planning advice to clients
- Conduct analyses to support investment recommendations
- Foster long-term client relationships through ongoing services
- Monitor efficiency and implement continuous improvements
- Mentor and guide team members for enhanced performance
Requirements:
- University Degree and 3-5 years in financial services
- CIRO Registered Representative license within 120 days
- Achieve CFP designation within 3 years
- Strong problem-solving and communication skills
- Proven ability in business development and client management
Elevate your career by helping clients navigate their financial futures at TD Wealth in Edmonton.
Financial Planner at TD Wealth in Edmonton 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.
