Financial Planner With Td Wealth Calgary

Build client wealth strategies with TD Wealth in Calgary, Alberta. This role emphasizes personalized financial planning, relationship building, and business development to achieve clients' financial goals.

As a Financial Planner at TD Wealth, you will leverage your expertise to help clients create comprehensive financial plans and maintain long-term relationships. Your skills in analysis and client motivation will drive effective service while contributing to the team's growth and performance goals.

Key Responsibilities

• Identify client life and financial goals thoroughly
• Conduct in-depth reporting to make informed recommendations
• Monitor service performance and recommend improvements
• Provide mentorship and guidance to team members
• Uphold a culture of risk management and control

Requirements

• University degree preferred for the role
• 3–5 years of client relationship management experi...