Wealth Planner: Personalized Financial Planning & Growth

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

Job summary

A leading global financial institution is seeking a Financial Planner in Red Deer, Alberta. In this role, you will assist clients with comprehensive financial planning tailored to their goals. Responsibilities include managing client relationships and providing strategic advice. Candidates should have a relevant degree and financial planning credentials. This position offers competitive compensation and opportunities for professional growth.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3-5 years in financial services managing client relationships.
• Must complete CPH and CIRO RR license within first 90 days.
• Achieve CFP designation within first 3 years.

Responsibilities

• Assist clients in meeting financial goals through comprehensive reviews.
• Conduct analysis and recommendations to assess program effectiveness.
• Monitor service and assess efficiency for continuous improvements.

Skills

Financial planning expertise

Relationship management

Business development

Analytical skills

Education

University Degree

Canadian Securities Course (CSC)

Certified Financial Planner (CFP)

Job description

A leading global financial institution is seeking a Financial Planner in Red Deer, Alberta. In this role, you will assist clients with comprehensive financial planning tailored to their goals. Responsibilities include managing client relationships and providing strategic advice. Candidates should have a relevant degree and financial planning credentials. This position offers competitive compensation and opportunities for professional growth.