Work Location
Calgary, Alberta, Canada

Hours
37.5

Line Of Business
TD Wealth

Pay Details
$60,000 - $70,000 CAD
This role is 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 clients set and achieve their financial goals while delivering a legendary customer experience. You will focus on relationship management, advice and business development.

Responsibilities

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, 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

Educational Requirements

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 positive standing for a minimum of 5 years at the time of applying

Up to 10 years of qualifying work experience

Skills You Will Require

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

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 relationship

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 several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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📌 Financial Planner - Sunridge (Alberta)
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