Calgary Financial Planner - Commission-Based Wealth Advisory

TD Bank Group; Calgary; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth in Calgary seeks an experienced Financial Planner to help mass affluent clients achieve financial goals with personalized planning and investment advice. You will identify client objectives, provide comprehensive reviews, and build lasting relationships through ongoing service.

Responsibilities include conducting analyses, documenting recommendations, monitoring outcomes, and contributing to team goals while maintaining risk-aware practices.

Qualifications

• University degree or higher is preferred.
• CIRO RR license within first 120 days in role.
• CFP designation within first 3 years in role.

Responsibilities

• Identify client life and financial goals and build long-term relationships.
• Provide comprehensive reviews and ongoing financial planning advice.
• Conduct analyses and present recommendations to clients.
• Monitor service quality, productivity, and continuous improvement.

Skills

Financial planning

Entrepreneurial spirit

Sales & business development

Excellent communication

Education

University degree (preferred)

CIRO Registered Representative license within 120 days

Certified Financial Planner (CFP) designation within 3 years

Job description

TD Wealth in Calgary seeks an experienced Financial Planner to help mass affluent clients achieve financial goals with personalized planning and investment advice. You will identify client objectives, provide comprehensive reviews, and build lasting relationships through ongoing service.

Responsibilities include conducting analyses, documenting recommendations, monitoring outcomes, and contributing to team goals while maintaining risk-aware practices.