TD Wealth in Edmonton, Alberta is seeking an experienced professional to provide comprehensive financial planning and advice to mass affluent clients. You will build long-term relationships through tailored investment strategies and ongoing service.
The role emphasizes reporting, analysis, risk management, and mentorship within a collaborative team. A university degree and relevant licenses or CFP progression are preferred, with a strong focus on client outcomes and ethical financial guidance.
#J-18808-Ljbffr
Wealth Planner for Mass Affluent Clients | CFP Path in Edmonton 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.
