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Wealth Management Financial Planner

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TD Bank
πŸ“ edmonton, Canada
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Location edmonton
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Posted June 05, 2026
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Commute Local Area
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Job Description

Guide clients in wealth management as a Financial Planner, ensuring the achievement of their financial goals. Employ your relationship-building skills in a fast-paced environment to deliver exceptional service.

This role empowers you to identify clients' unique financial objectives and provide comprehensive solutions. With your 3-5 years of play in the financial services sector, you'll engage in assessments and enhance service quality. Participate actively in a collaborative team setting to meet department and client goals.

Key Responsibilities:
β€’ Identify and assess client financial goals
β€’ Conduct analysis and provide actionable recommendations
β€’ Support team objectives and client service initiatives
β€’ Monitor performance and suggest improvements
β€’ Offer mentorship within the team environment

Requirements:
β€’ 3-5 years of financial services expertise
β€’ University Degree is preferred
β€’ Obtain CIRO Re...

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πŸ“ Location Details

πŸŒ†
City
edmonton
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Country
Canada
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Commute
Local Area

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