Wealth Management Financial Advisor

Support TD Wealth clients with financial advice, tailored investment solutions, and relationship management in Calgary, Alberta. This role offers 37.5 hours weekly.

The Financial Planner position serves mass affluent investing clients through a sophisticated goals discovery approach. You will help clients pursue financial and life goals while delivering personalized service. Success includes business development, analysis, collaboration, and attention to regulatory and market conditions.

Key Responsibilities:

• Help clients pursue financial goals and objectives
• Deliver personalized advice, solutions, and service
• Prospect external business development opportunities through networking
• Contribute to team and department goals
• Maintain risk management and control practices

Requirements:

• Passion for financial planning and client goal achievement
• Entrepreneurial spirit and high-value sales experience
• Understanding of industry, markets, competition, and regulations
• Excellent people and problem-solving skills
• Strong communication and collaboration abilities

Use financial advice, business development, and communication skills to serve mass affluent clients through TD Wealth’s planning team.