Drive client success as a Financial Planner at TD Wealth in Calgary, Alberta. This position emphasizes personalized advisory services that lead clients toward their financial goals.

TD Wealth seeks a motivated Financial Planner with 3-5 years of experience in financial services. The role involves not just advising, but also conducting data analysis to refine planning strategies. Collaboration with team members is vital to achieving departmental objectives and enhancing customer service quality.

Key Responsibilities:
• Identify and assess client financial objectives and strategies
• Perform detailed analysis and report findings to clients
• Drive productivity improvements across the planning team
• Mentor and guide other planners within the team
• Keep abreast of industry trends and compliance requirements

Requirements:
• University degree preferred
• Experience in client relationship management in financia...