Job Description
Take your financial expertise to TD Wealth in Calgary as a Financial Planner. You'll provide comprehensive advice and help clients achieve their life and financial goals through effective relationship management.
This position requires a strong focus on client relationships, business development, and mentoring others. With an emphasis on continuous improvement and an entrepreneurial approach, you will contribute to the team’s success while driving exceptional customer service.
Key Responsibilities:
• Conduct analysis and provide recommendations on financial programs
• Build long-term, trust-based relationships with clients
• Assess efficiency and implement improvements in service
• Stay informed on industry trends and regulatory practices
• Mentor team members and foster a positive work culture
Requirements:
• University Degree preferred
• 3-5 years in financial advice and client management
• CIRO Registered Representative license required shortly
• ...
This position requires a strong focus on client relationships, business development, and mentoring others. With an emphasis on continuous improvement and an entrepreneurial approach, you will contribute to the team’s success while driving exceptional customer service.
Key Responsibilities:
• Conduct analysis and provide recommendations on financial programs
• Build long-term, trust-based relationships with clients
• Assess efficiency and implement improvements in service
• Stay informed on industry trends and regulatory practices
• Mentor team members and foster a positive work culture
Requirements:
• University Degree preferred
• 3-5 years in financial advice and client management
• CIRO Registered Representative license required shortly
• ...