At a Glance
- Tasks: Help clients achieve their financial dreams with personalized planning and advice.
- Company: Join TD Wealth, a leader in financial services with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to earn certifications and advance in a dynamic financial landscape.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: 3-5 years in financial services and a passion for helping others succeed.
The predicted salary is between 63000 - 77000 $ per year.
Provide comprehensive financial planning for investing clients as a Financial Planner with TD Wealth in onsite Okotoks, Alberta.
Build trusted relationships through tailored advice.
This Financial Planner role serves mass affluent clients through relationship management, financial advice, and business development.
You will identify life and financial goals, deliver personalized solutions, and support long-term client relationships.
The position also contributes to team goals, service quality, and risk management.
Key Responsibilities
- Identify clients' life and financial goals
- Conduct comprehensive reviews and provide tailored recommendations
- Build long-term relationships through ongoing client services
- Prospect external business development opportunities through networking
- Monitor service, productivity, and operational efficiency
Requirements
- Three to five years managing financial services client relationships
- Experience providing financial advice and tailored investment solutions
- University degree preferred
- CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within three years
Bring financial planning expertise, relationship management, and client-focused advice to TD Wealth clients in Okotoks.
Financial Planner in Okotoks 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.
