TD Wealth Financial Planner Role (Alberta)

Elevate your career with TD Wealth as a Financial Planner based in Calgary, Alberta. Use your financial planning skills to help clients achieve their financial and life goals while providing exceptional service. This position is tailored for experienced professionals who excel at relationship management and delivering tailored financial advice. You will identify client goals, conduct comprehensive analyses, and contribute to a robust team culture. Your role is critical in enhancing client trust and loyalty through personalized solutions. Key Responsibilities: • Provide in-depth financial planning tailored to client needs • Build and nurture long-term relationships with clients • Conduct reporting and implement service improvements • Share knowledge and mentor colleagues in best practices • Maintain focus on risk management and aligned goals Requirements: • University Degree with 3-5 years in financial services • CIRO Registered Representative license within the initial 120 days • CFP designation within three years of employment • Comprehensive understanding of market and regulatory issues • Excellent interpersonal and analytical skills Bring your passion for financial planning to TD Wealth and make a difference in clients' lives. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pm75m