Financial Planner - Vietnamese Language skill preferred

TD

📍 calgary, ab, Canada

Full-time Other-General

Job Description

Job Overview

Work Location: Calgary, Alberta, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD (eligible for 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 ensures a legendary customer experience, helping clients set and achieve their financial goals while delivering new business and client loyalty through professional, personalized solutions and award‑winning teams.

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 relevant analysis; use results to draw conclusions, make recommendations and ...
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