Financial Planner

TD; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player in the financial sector is seeking a passionate Financial Planner to join their dynamic team in Calgary. This role focuses on providing personalized financial advice and solutions to clients, helping them achieve their financial goals. The ideal candidate will have a strong background in client relationship management and a commitment to delivering exceptional customer experiences. With a supportive environment for career growth and development, this position offers a unique opportunity to make a meaningful impact in the financial services industry. If you are driven by success and eager to contribute to a high-performing team, this role is perfect for you.

Benefits

Health Benefits

Retirement Plans

Paid Time Off

Career Development Opportunities

Recognition Programs

Qualifications

• 3-5 years in financial services managing client relationships.
• Achieve CFP designation within 3 years based on education or work experience.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Conduct reporting and analysis to inform recommendations.
• Provide mentorship and support to team members.

Skills

Financial Planning

Client Relationship Management

Sales and Business Development

Interpersonal Skills

Problem-Solving

Communication Skills

Education

University Degree

Canadian Securities Course (CSC)

CFA Level 1 or higher

CFP designation

Job description

Join to apply for the Financial Planner role at TD

Work Location: Calgary, Alberta, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: n/a - n/a CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies allow colleagues to progress through the salary range over time as they advance in their roles. The actual offered base pay may vary based on skills, experience, knowledge, location, and organizational needs. Candidates are encouraged to discuss compensation with their recruiter.

Job Description

TD Wealth offers a sophisticated, holistic approach to wealth planning and protection, providing personalized advice, solutions, and service. Our team focuses on helping clients set and achieve financial goals, delivering a legendary customer experience through personalized solutions and high-performing teams.

Responsibilities

1. Identify clients' financial goals, provide reviews, and build long-term relationships through expertise and ongoing service.
2. Conduct reporting and analysis to inform recommendations and assess program effectiveness.
3. Contribute to team goals, enhance customer service, and improve efficiency.
4. Stay informed of industry best practices and emerging trends.
5. Provide mentorship and support to team members.
6. Maintain a culture of risk management and control.
7. Participate actively as a team member to foster a positive work environment.

Educational Requirements

• University Degree (preferred)
• 3-5 years in financial services managing client relationships and providing financial advice.
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.
• Complete Conduct & Practices Handbook (CPH) within 90 days.
• CIRO Registered Representative (RR) license within 90 days.
• Complete Wealth Management Essentials (WME) within 30 months.
• Achieve CFP designation within 3 years, with eligibility based on education or qualifying work experience.

Skills Required

• Passion for financial planning and client success.
• Entrepreneurial spirit with experience in high-value sales and business development.
• Deep industry knowledge, including regulatory environment.
• Excellent interpersonal and problem-solving skills.
• Strong communication skills for collaborative and independent work.

About TD

TD is a leading global financial institution, committed to delivering exceptional customer experiences and supporting community growth. We offer development opportunities, mentorship, and a supportive environment for career growth.

Rewards and Benefits

Our Total Rewards package includes salary, variable compensation, health benefits, retirement plans, paid time off, discounts, career development, and recognition programs.

Additional Information

We support accessibility and encourage candidates to request accommodations. Our onboarding includes training to help you succeed. The interview process involves scheduling and communication via email or phone. We look forward to your application!