Job Description
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...