TD Wealth seeks a Financial Planner in Okotoks, Alberta, using financial planning and relationship management to support client goals. This role offers 37.5 hours weekly.
As a Financial Planner, you will identify clients' life and financial goals, provide personalized advice, and build long-term relationships. You will apply reporting, analysis, business development, and customer service skills while supporting team objectives. The position also requires risk awareness and knowledge of financial services practices.
Key Responsibilities:
- Identify client goals and conduct comprehensive financial reviews
- Build relationships through planning expertise and ongoing service
- Analyze reporting results and make relevant recommendations
- Monitor service, productivity, and operational efficiency
- Support risk management, teamwork, and continuous improvements
Requirements:
- University degree preferred
- Three to five years managing financial services relationships preferred
- CIRO Registered Representative license within 120 days
- Certified Financial Planner designation within three years
- Strong communication, networking, sales, and problem-solving skills
Bring financial planning expertise, relationship management, and client-focused advice to TD Wealth in Okotoks, Alberta.
TD Wealth 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.
