Financial Planner - Aspen Woods

Work Location

Calgary, Alberta, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$60,000 - $70,000 CAD (possible commission based earnings)

Job Description

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team’s focus is on relationship management, advice and business development, helping clients set and achieve their financial goals while delivering a legendary customer experience.

Responsibilities

• Identify client life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services
• Conduct reporting and analysis, draw conclusions, make recommendations and continually assess eff...