Job opportunity
TD Wealth Financial Planner
TD Bank Group
TD Wealth seeks a Financial Planner in Okotoks, Alberta, using financial planning and relationship management to support client goals. This role offers 37.5 hours weekly.
As a Financial Planner, you will identify clients’ life and financial goals, provide personalized advice, and build long-term relationships. You will apply reporting, analysis, business development, and customer service skills while supporting team objectives. The position also requires risk awareness and knowledge of financial services practices.
Key Responsibilities:
Identify client goals and conduct comprehensive financial reviews
Build relationships through planning expertise and ongoing service
Analyze reporting results and make relevant recommendations
Monitor service, productivity, and operational efficiency
Support risk management, teamwork, and continuous improvements
Requirements:
University degree preferred
Three to five years managing financial services relationships preferred
CIRO Registered Representative license within 120 days
Certified Financial Planner designation within three years
Strong communication, networking, sales, and problem-solving skills
Bring financial planning expertise, relationship management, and client-focused advice to TD Wealth in Okotoks, Alberta.
#J-18808-Ljbffr
Apply on source site As a Financial Planner, you will identify clients’ life and financial goals, provide personalized advice, and build long-term relationships. You will apply reporting, analysis, business development, and customer service skills while supporting team objectives. The position also requires risk awareness and knowledge of financial services practices.
Key Responsibilities:
Identify client goals and conduct comprehensive financial reviews
Build relationships through planning expertise and ongoing service
Analyze reporting results and make relevant recommendations
Monitor service, productivity, and operational efficiency
Support risk management, teamwork, and continuous improvements
Requirements:
University degree preferred
Three to five years managing financial services relationships preferred
CIRO Registered Representative license within 120 days
Certified Financial Planner designation within three years
Strong communication, networking, sales, and problem-solving skills
Bring financial planning expertise, relationship management, and client-focused advice to TD Wealth in Okotoks, Alberta.
#J-18808-Ljbffr