Financial Planner
Job in
Red Deer, Alberta, Canada
Listing for:
TD
Full Time
position
Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Description
:
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
With a focus on relationship management, advice and business development, you will:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing servicesConduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practicesContribute to team and department goals while strengthening customer service and dedicationMonitor service, productivity and assess efficiency and implement continuous improvementsBe knowledgeable of best practices and procedures and stay ahead of emerging trendsAcquire and apply expertise, provide mentorship, assistance and direction to othersMaintain a culture of risk management and control, supported by aligned risk appetiteParticipate fully as a member of the team, support a positive and service-oriented work environmentEducational Requirements:
University Degree (preferred)3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start dateComplete Conduct & Practices Handbook (CPH) within first 90 days in roleCIRO Registered Representative (RR) license within first 90 days in roleComplete Wealth Management Essentials (WME) within first 30 months in roleAchieve Certified Financial Planner (CFP) designation within first 3 years in roleUniversity 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 experienceSkills you will require:
Passion for financial planning and driven to help clients reach their financial & life goalsPossess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business developmentDeep understanding of the industry, competitive landscape, economic market issues, and the regulatory environmentYou have excellent people and problem-solving skills that help you build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationships#LI-Wealth
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.
We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential.
Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and…
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