Wealth Planner: Build Plans & Client Relationships

TD; Calgary; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.

Based in Calgary, this role focuses on relationship management, advice and business development to

Qualifications

• University degree or equivalent required.
• 3–5 years in financial services managing client relationships.
• CIRO RR license within first 120 days in role.
• CFP designation within first 3 years in role.
• CFP eligibility: QAFP or up to 10 years of qualifying experience.

Responsibilities

• Identify client goals and provide comprehensive financial planning.
• Conduct reporting and analysis to drive recommendations and improvements.
• Contribute to team goals and strengthen client service.
• Monitor service levels and implement continuous improvements.
• Stay ahead of industry trends and best practices.
• Provide mentorship and support to others.
• Maintain a culture of risk management and compliant practices.
• Collaborate as a team member and uphold a service-oriented environment.

Skills

Financial planning

Client relations

Business development

Sales experience

Industry knowledge

Communication skills

Education

University Degree

CIRO RR license

CFP designation

CFP eligibility (QAFP / 10 yrs)

Job description

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty.

Based in Calgary, this role focuses on relationship management, advice and business development to