Financial Planner at TD

Compensation

CA$60,000 – CA$70,000/yr

Location: Calgary, Alberta
Type: Full-time

Description

TD Wealth is seeking an experienced Financial Planner to join their team in Calgary, Alberta, Canada. This role involves identifying client financial goals, conducting analyses, making recommendations, and contributing to team goals. The ideal candidate will have strong financial planning expertise, relationship-building skills, and an entrepreneurial spirit focused on business development.

Required Skills

financial planning
relationship management
business development
problem-solving skills
communication skills

Additional Information

Required Previous Experiences: 3–5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions.
Preferred Qualifications: Passion for financial planning and driven to help clients reach their financial & life goals.
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
excellent people and problem-solving skills that help you build and maintain client relationships.
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship.