Work LocationCalgary, Alberta, CanadaHours37.5Line Of BusinessTD WealthPay Details$60,000 - $70,000 CADThis role is eligible for commission based earnings.Job DescriptionTD 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.ResponsibilitiesIdentify clients’ 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, 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 RequirementsUniversity 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 roleAchieve Certified Financial Planner (CFP) designation within first 3 years in roleCFP 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 applyingUp to 10 years of qualifying work experienceSkills You Will RequirePassion 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 environmentExcellent people and problem‑solving skills that help build and maintain client relationshipsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationshipOur Total Rewards PackageOur 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 perks and discounts, career development, and reward and recognition programs.#J-18808-Ljbffr

📌 Financial Planner - Sunridge (Calgary)
🏢 TD
📍 Calgary