Transform client financial futures with TD Wealth in Edmonton, Alberta. As a Financial Planner, provide expert advice and sustainable financial solutions to meet client aspirations.
TD Wealth thrives on delivering personalized financial planning services. In this role, you’ll engage with clients to identify their goals and deliver strategies to achieve them. Collaboration, mentorship, and a strong focus on customer service are key aspects of your service-oriented approach.
Key Responsibilities:
• Assess client financial aspirations and tailor plans accordingly
• Conduct evaluations and make recommendations to enhance programs
• Foster positive client relationships through ongoing support
• Monitor and improve service efficiency and effectiveness
• Educate clients on best practices and market insights
Requirements:
• University degree preferred for advisers
• 3–5 years of experience in financial services
• CIRO RR license needed within 120 days
• Achi...