Financial Planner - North Hill

Work Location

Calgary, Alberta, Canada

37.5 hours per week

TD Wealth

$60,000 - $70,000 CAD. Eligible for commission‑based earnings.

TD Wealth seeks an experienced financial planner to help mass‑affluent clients achieve their financial goals. You will build long‑term relationships, provide comprehensive financial planning, and drive business development.

• Identify clients’ life and financial goals and provide comprehensive reviews.
• Conduct reporting and relevant analysis, drawing conclusions and making recommendations.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency; implement continuous improvements.
• Stay current with best practices, procedures and emerging trends.
• Mentor and support others; share expertise and guidance.
• Maintain a culture of risk management and control in alignment with risk appetite.
• Participate fully as a team member and support a positive, service‑oriented work environment.

• University degree (preferred)
• 3 – 5 years of experience in financial services managing client relationships and providing tailored investment solutions (preferred)
• CIRO Registered Representative (RR) license within first 120 days in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• CFP eligibility requirements:
  University degree OR meet one of the following
  • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
  • Up to 10 years of qualifying work experience

• Passion for financial planning and a drive to help clients reach their financial & life goals.
• Entrepreneurial spirit to prospect external business development opportunities and experience in high‑value sales.
• Deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment.
• Excellent people and problem‑solving skills to build and maintain client relationships.
• Strong communication skills, able to work collaboratively and independently, and build relationships.

• Competitive base salary and variable compensation.
• Health and well‑being benefits, savings and retirement programs, paid time off, banking benefits, career development and recognition programs.