Wealth Management Financial Planner Swift Current

Elevate your financial advisory career with TD Wealth in Swift Current, Saskatchewan. As a Financial Planner, you'll build long-term client relationships while providing comprehensive financial services.
TD Wealth is seeking a skilled Financial Planner to support mass affluent clients in achieving their financial goals. You’ll engage in relationship management, conduct thorough financial reviews, and offer tailored advice. Your expertise will boost client satisfaction and departmental success, making a visual impact in wealth management.
Key Responsibilities:
• Identify client life and financial goals
• Conduct detailed reporting and analysis
• Contribute to team objectives and customer service
• Monitor service efficiency and implement improvements
• Mentor and guide team members
Requirements:
• University degree preferred
• 3–5 years in financial services
• Canadian Securities Course or CFA Level 1
• Conduct & Practices Handbook within 90 days
•...