Location
calgary, ab, Canada
Posted
July 13, 2026
Job Description
Join TD as a Financial Planner in Calgary, where you will provide strategic wealth management advice tailored to affluent clients. Your expertise will drive client success.
In this full-time role, you will focus on relationship building and financial planning, assisting clients to navigate their financial ambitions. With a background in the financial services industry, you will perform thorough analysis and foster ongoing relationships, contributing to the department's success. Emphasizing customer service excellence, you will help clients achieve their personal and financial objectives.
Key Responsibilities:
• Identify and align client financial goals
• Conduct reviews and provide comprehensive financial solutions
• Foster improvement and service dedication
• Mentor team members in financial best practices
• Engage in risk management activities
Requirements:
• Preferred university degree
• 3-5 years in financial client advising
• CIRO Registered Repres...
In this full-time role, you will focus on relationship building and financial planning, assisting clients to navigate their financial ambitions. With a background in the financial services industry, you will perform thorough analysis and foster ongoing relationships, contributing to the department's success. Emphasizing customer service excellence, you will help clients achieve their personal and financial objectives.
Key Responsibilities:
• Identify and align client financial goals
• Conduct reviews and provide comprehensive financial solutions
• Foster improvement and service dedication
• Mentor team members in financial best practices
• Engage in risk management activities
Requirements:
• Preferred university degree
• 3-5 years in financial client advising
• CIRO Registered Repres...