Senior Financial Planner with TD Wealth, Airdrie
Senior Financial Planner with TD Wealth, Airdrie
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Airdrie P4B, Canada -
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Description
Advance your career as a Senior Financial Planner at TD Wealth in Airdrie, Alberta. Focus on client achievement through expert financial planning and service excellence.
TD Wealth is inviting seasoned professionals to fill the Senior Financial Planner role. You will lead client goal identification processes while delivering high-quality financial advice. This position emphasizes relationship building, client loyalty, and maintaining rigorous standards of service.
Key Responsibilities:• Guide clients in setting and achieving financial goals • Perform thorough financial assessments and recommendations • Monitor service levels and implement improvements • Engage in team efforts to enhance customer service • Mentor junior planners and foster a positive work environment
Requirements:• University Degree preferred • 3-5 years managing client relationships in finance • Must obtain CIRO Registered Representative license early on • Achieve CFP designation within the first 3 years • Exceptional communication and client engagement skills
Drive client success through your financial planning expertise at TD Wealth in Airdrie. #J-18808-Ljbffr
TD Wealth is inviting seasoned professionals to fill the Senior Financial Planner role. You will lead client goal identification processes while delivering high-quality financial advice. This position emphasizes relationship building, client loyalty, and maintaining rigorous standards of service.
Key Responsibilities:• Guide clients in setting and achieving financial goals • Perform thorough financial assessments and recommendations • Monitor service levels and implement improvements • Engage in team efforts to enhance customer service • Mentor junior planners and foster a positive work environment
Requirements:• University Degree preferred • 3-5 years managing client relationships in finance • Must obtain CIRO Registered Representative license early on • Achieve CFP designation within the first 3 years • Exceptional communication and client engagement skills
Drive client success through your financial planning expertise at TD Wealth in Airdrie. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseTD -
Titre de posteSenior Financial Planner with TD Wealth
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