Wealth Planner in Calgary

Wealth Planner in Calgary

Calgary Full-Time 72000 - 88000 $ / year (est.) On-site
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At a Glance

  • Tasks: Build personalized wealth plans and foster strong client relationships.
  • Company: TD Wealth, a leader in financial planning and client service.
  • Benefits: Competitive salary, flexible work options, and career advancement opportunities.
  • Other info: Join a supportive team in a dynamic Calgary environment.
  • Why this job: Make a real difference in clients' financial journeys while growing your skills.
  • Qualifications: Strong communication skills and a passion for financial planning.

The predicted salary is between 72000 - 88000 $ per year.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.

Based in Calgary, this role focuses on relationship management, advice and business development.

Wealth Planner in Calgary employer: TD

TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.

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Contact Details:

TD Recruitment Team

We think you need these skills to ace Wealth Planner in Calgary

Relationship Management
Financial Planning
Customer Experience
Business Development
Goal Setting
Personalized Advice
Client Loyalty