Job Title

Overview Join to apply for the Financial Planner role at TD in Edmonton, Alberta, Canada . The role is full-time with a 37.5 hour work week and is within TD Wealth. Pay details range from $60,000 - $70,000 CAD and may include commission-based earnings. TD emphasizes fair and equitable compensation and opportunities for growth and skill development. Job description and responsibilities focus on providing sophisticated wealth planning and personalized advice to mass affluent investing clients, with an emphasis 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 levels, productivity, and efficiency; implement continuous improvements Stay informed of best practices and emerging trends Acquire and apply expertise, provide mentorship and guidance to others Maintain a culture of risk management and control aligned with risk appetite Participate fully as a team member and support a positive, service-oriented work environment Educational Requirements University Degree (preferred) 3 5 years within the financial services industry managing client relationships and providing financial advice and tailored investment solutions (preferred) Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date Complete Conduct & Practices Handbook (CPH) within first 90 days in role CIRO Registered Representative (RR) license within first 90 days in role Complete Wealth Management Essentials (WME) within first 30 months 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 OR up to 10 years of qualifying work experience Skills You Will Require Passion for financial planning and helping clients reach their financial and life goals Entrepreneurial spirit to prospect external business development opportunities through networking; experience in high-value sales and business development Deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment Excellent people and problem-solving skills to build and maintain client relationships Strong communication skills and ability to work collaboratively and independently Who We Are TD is a leading global financial institution and a large bank in North America. We deliver customer experiences to millions and are guided by our vision to Be the Better Bank and our purpose to enrich the lives of customers, communities and colleagues. TD emphasizes customer-facing service, leadership development, mentorship, and training programs to support career growth. Total Rewards Package TDs Total Rewards package reflects investments in colleagues, including base salary, variable compensation, and benefits such as health and well-being programs, savings and retirement plans, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information Please note that this job opportunity is subject to provincial regulations for employment in Canada, which may vary by province or territory. Colleague Development: Regular career, development and performance conversations with managers, access to online learning and mentoring programs to support career growth. Training & Onboarding: TD provides training and onboarding to help you succeed in your role. Interview Process: TD will contact candidates of interest to schedule interviews and aims to communicate outcomes by email or phone. Accommodation: TD is committed to accessibility and will provide accommodations to support participation in the interview process. #J-18808-Ljbffr