Job Description
Join TD Wealth as a Financial Planner in Edmonton, Alberta, focusing on client wealth planning and investment strategies. Help clients achieve financial objectives through tailored advice and exceptional service.
This role with TD Wealth involves delivering comprehensive financial planning to mass affluent clients. You will leverage your financial knowledge and strong relationship skills to guide clients towards their goals. Engaging in business development and contributing to team objectives is essential for driving growth.
Key Responsibilities:
• Build long-term client relationships through planning expertise
• Analyze financial data to optimize client strategies
• Enhance service quality and team performance
• Provide mentorship within the financial planning team
• Keep updated on market trends and regulatory changes
Requirements:
• Preferred university degree for financial services
• 3–5 years experience managing client relationships
• Must attain C...
This role with TD Wealth involves delivering comprehensive financial planning to mass affluent clients. You will leverage your financial knowledge and strong relationship skills to guide clients towards their goals. Engaging in business development and contributing to team objectives is essential for driving growth.
Key Responsibilities:
• Build long-term client relationships through planning expertise
• Analyze financial data to optimize client strategies
• Enhance service quality and team performance
• Provide mentorship within the financial planning team
• Keep updated on market trends and regulatory changes
Requirements:
• Preferred university degree for financial services
• 3–5 years experience managing client relationships
• Must attain C...