Financial Planner - Red Deer
TD Bank Group(4 months ago)
Red Deer, AlbertaOnsiteFull TimeMedior$44,400 - $51,800Financial Planning
Apply NowAbout this role
A Financial Planner within TD Wealth providing personalized financial planning and advice to mass-affluent clients to help them meet their financial goals. The role is part of TD Wealth's Financial Planning team and supports client relationship growth and long-term wealth management.
Required Skills
- Financial Planning
- Relationship Building
- Business Development
- Reporting
- Analysis
- Risk Management
- Communication
- Client Prospecting
- Mentorship
Qualifications
- University Degree
- Canadian Securities Course (CSC)
- CFA Level 1
- Conduct & Practices Handbook (CPH)
- CIRO Registered Representative (RR)
- Wealth Management Essentials (WME)
- Certified Financial Planner (CFP)
About TD Bank Group
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