Job Description
Location: Calgary, Alberta, Canada
Hours: 37.5 hours per week
Business Unit: TD Wealth
Pay Range: $60,000 - $70,000 CAD
This role is eligible for commission-based earnings.
Job Overview: TD Wealth provides a sophisticated and holistic goals discovery approach to wealth planning and protection, delivering highly personalized advice, solutions, and service to clients. The Financial Planning team focuses on managing relationships, providing advice, and driving business development.
Responsibilities
- Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise.
- Conduct reporting and relevant analysis to draw conclusions, make recommendations, and continuously assess program effectiveness.
- Contribute to team and department goals while strengthening customer service and dedication....