Wealth Planner & Client Growth Specialist

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

Job summary

TD Wealth is seeking an experienced Financial Planner in Calgary, Alberta, to deliver personalized financial planning and advisory services to mass affluent clients. This role focuses on relationship management, goal setting, and holistic investment strategies to help clients achieve their financial objectives.

You will conduct comprehensive reviews, provide tailored advice, and develop long-term client relationships while working within a collaborative team at TD Wealth.

Qualifications

• Passion for financial planning and helping clients reach financial & life goals.
• Entrepreneurial spirit to prospect external business development opportunities.
• Deep understanding of industry, competitive landscape, and regulatory environment.

Responsibilities

• Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships.
• Conduct reporting and analysis to draw conclusions and make recommendations; assess programs and practices.
• Contribute to team goals while strengthening customer service and dedication.
• Monitor service, productivity, and assess efficiency; implement continuous improvements.
• Be knowledgeable of best practices and stay ahead of emerging trends.
• Mentor others and provide direction where needed.
• Maintain a culture of risk management with aligned risk appetite.

Skills

Financial planning

Entrepreneurial

Industry knowledge

People skills

Communication

Education

University Degree

CIRO RR License

CFP designation

CFP eligibility: QAFP/experience

Job description

TD Wealth is seeking an experienced Financial Planner in Calgary, Alberta, to deliver personalized financial planning and advisory services to mass affluent clients. This role focuses on relationship management, goal setting, and holistic investment strategies to help clients achieve their financial objectives.

You will conduct comprehensive reviews, provide tailored advice, and develop long-term client relationships while working within a collaborative team at TD Wealth.