Financial Planner

Work Location

Lethbridge, Alberta, Canada

37.5

TD Wealth

$60,000 - $70,000 CAD. Commission-based earnings are available. Base pay may vary based on experience, location and business needs.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection. The Financial Planning team helps clients set and achieve their financial goals while delivering a legendary customer experience.

• Identify clients’ 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 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, productivity and 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 – 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.
• 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 driven to help clients reach their financial & life goals.
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development.
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• You have excellent people and problem‑solving skills that help you build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship.