Financial Planner

Work Location

Edmonton, Alberta, Canada

37.5 hours per week

TD Wealth

$60,000 - $70,000 CAD (base); eligible for commission based earnings

Assist mass affluent investing clients with comprehensive financial planning and advice.

Responsibilities include:

• Identify client life and financial goals, provide comprehensive reviews, build long‑term relationships through financial planning expertise, relationship building and ongoing services
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
• Contribute to team and department goals while strengthening customer service and dedication
• Monitor service and productivity, assess efficiency and implement continuous improvements
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Participate fully as a member of the team, support a positive and service‑oriented work environment

• University degree (preferred)
• 3 to 5 years within the financial services industry managing client relationships, providing financial advice and 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

• Passion for financial planning and drive to help clients reach their financial and life goals
• Possess entrepreneurial spirit to prospect external business development opportunities through networking and high‑value sales and business development experience
• Deep understanding of industry, competitive landscape, economic market issues and regulatory environment
• Excellent people and problem‑solving skills that help build and maintain client relationships
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships