Work Location: Edmonton, Alberta, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD

Eligible for commission-based earnings. Base pay may vary based on experience, location, and business needs.

Job Description: TD Wealth focuses on sophisticated wealth planning and protection. The Financial Planning team delivers personalized advice, solutions, and service to mass affluent clients. The role requires strong relationship management and business development skills to support client financial goals.

Responsibilities:

• Identify client goals and conduct comprehensive financial reviews to build long-term relationships.
• Conduct reporting and analysis, draw conclusions, make recommendations, and assess program effectiveness.
• Contribute to team and department goals while enhancing customer service.
• Monitor service producti...