Job Description
Elevate financial planning careers with TD Wealth in Calgary, Alberta. We seek an experienced Financial Planner passionate about guiding clients to meet their financial goals through tailored solutions.
In this role, you'll build long-term relationships with mass-affluent clients, providing comprehensive financial reviews and business development. Your passion for finance and problem-solving will help you identify goals and implement strategic recommendations while supporting team objectives.
Key Responsibilities:
• Identify and review clients’ financial and life goals
• Conduct detailed reporting with meaningful recommendations
• Contribute to team and department growth goals
• Monitor productivity and implement efficiency improvements
• Support a positive, service-oriented team environment
Requirements:
• University degree preferred
• 3-5 years’ experience in managing client relationships
• CIRO Re...
In this role, you'll build long-term relationships with mass-affluent clients, providing comprehensive financial reviews and business development. Your passion for finance and problem-solving will help you identify goals and implement strategic recommendations while supporting team objectives.
Key Responsibilities:
• Identify and review clients’ financial and life goals
• Conduct detailed reporting with meaningful recommendations
• Contribute to team and department growth goals
• Monitor productivity and implement efficiency improvements
• Support a positive, service-oriented team environment
Requirements:
• University degree preferred
• 3-5 years’ experience in managing client relationships
• CIRO Re...
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