Lead client financial success as a Financial Planner with TD Wealth in Calgary, Alberta. In this role, you will leverage your planning expertise to help clients set and achieve their financial goals.
You will be integral in relationship management, business development, and ongoing support, ensuring clients receive highly personalized services. This role is designed for those who thrive in a collaborative team environment focused on risk management and delivering top-tier customer experience.
Key Responsibilities:
• Identify and explore client financial and life goals
• Conduct reports and analysis, delivering tailored recommendations
• Contribute to team objectives and customer service excellence
• Monitor service productivity and recommend improvements
• Provide mentorship and support to colleagues
Requirements:
• University Degree preferred
• 3-5 years managing client relationships in finance
• Must obtain CIRO Registered Representative within 120 da...