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: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
