Wealth Planner: Personal Finance Strategy & Growth

The Toronto-Dominion Bank (Canada); Okotoks; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth in Okotoks, Alberta is seeking a Financial Planner to deliver comprehensive planning and advice to mass affluent investing clients. You will identify clients' life and financial goals, review plans, and foster long-term relationships through proactive service and business development.

The role emphasizes reporting, risk-aware operations, and ongoing professional development. A university degree and regulatory licenses or designations are required or pursued within set timelines.

Qualifications

• University degree in a related field or equivalent experience.
• CIRO Registered Representative license within the first 120 days.
• Pursue CFP designation within three years of joining.

Responsibilities

• Identify clients' goals and provide comprehensive financial planning and advice.
• Build long-term client relationships through ongoing service and reviews.
• Conduct reporting and analysis to inform recommendations and program effectiveness.
• Support risk management culture and contribute to team goals.

Skills

Financial planning

Relationship mgmt

Prospecting

Communication

Education

University degree

CIRO RR license within 120 days

CFP designation within 3 years

Job description

TD Wealth in Okotoks, Alberta is seeking a Financial Planner to deliver comprehensive planning and advice to mass affluent investing clients. You will identify clients' life and financial goals, review plans, and foster long-term relationships through proactive service and business development.

The role emphasizes reporting, risk-aware operations, and ongoing professional development. A university degree and regulatory licenses or designations are required or pursued within set timelines.