Financial Planner - Edmonton

TD; Edmonton; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading financial institution in Edmonton is seeking a skilled Financial Planner to help clients achieve their financial goals. The ideal candidate should have significant experience in financial services, along with necessary certifications. This position offers a competitive salary between $60,000 - $70,000 CAD and opportunities for commission-based earnings.

Benefits

Health and wellness benefits

Retirement plans

Career development opportunities

Qualifications

• 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.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Conduct reporting and analysis for recommendations.
• Monitor service delivery and implement improvements.

Skills

Passion for financial planning and client success

Entrepreneurial spirit with experience in high-value sales

Strong industry knowledge

Excellent interpersonal and problem-solving skills

Effective communication skills

Education

University Degree (preferred)

3–5 years in financial services

Canadian Securities Course (CSC) or CFA Level 1 (or higher)

CIRO Registered Representative license within 90 days

Achieve CFP designation within 3 years

Job description

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Work Location: Edmonton, 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.

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

As a candidate, you are encouraged to discuss compensation questions with your recruiter for more details.

Job Description:

TD Wealth offers a sophisticated, holistic approach to wealth planning and protection, providing personalized advice and solutions. Our Financial Planning team focuses on helping clients set and achieve financial goals while delivering exceptional customer service. We build long-term relationships through professional advice and high-performing teams.

We have a strong history in wealth management and are poised for future growth. Join us to be challenged, rewarded, and busy—never bored.

Responsibilities include:

• Identifying clients' financial goals, providing comprehensive reviews, and building long-term relationships.
• Conducting reporting and analysis to inform recommendations and assess program effectiveness.
• Contributing to team goals and enhancing customer service.
• Monitoring service delivery, productivity, and implementing improvements.
• Staying informed of industry trends and best practices.
• Providing mentorship and guidance to team members.
• Maintaining a culture of risk management.
• Supporting a positive, service-oriented 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 license within 90 days.
• Complete Wealth Management Essentials (WME) within 30 months.
• Achieve CFP designation within 3 years.
• CFP eligibility: Degree or relevant experience (see details).

Skills Required:

• Passion for financial planning and client success.
• Entrepreneurial spirit with experience in high-value sales and business development.
• Strong industry knowledge and understanding of market and regulatory issues.
• Excellent interpersonal and problem-solving skills.
• Effective communication skills, able to work independently and collaboratively.

About TD:

TD is a leading global financial institution and the fifth-largest bank in North America. We serve over 27 million customers and are committed to enriching lives through our services and community involvement. Our colleagues are dedicated to delivering legendary customer experiences and are supported through continuous development and growth opportunities.

Our Total Rewards:

Our comprehensive package includes salary, variable pay, health and wellness benefits, retirement plans, paid time off, discounts, career development, and recognition programs. Learn more about our offerings.

Additional Information:

We support career growth through training, development, and mentorship. Our onboarding ensures your success, and we accommodate accessibility needs during the interview process. We look forward to your application!

Note: This opportunity complies with provincial employment regulations in Canada.

Colleague Development & Training:

We provide ongoing development opportunities, including performance reviews, online learning, and mentorship programs, to help you achieve your career goals.

Interview Process & Accessibility:

We will contact shortlisted candidates to schedule interviews and communicate outcomes. We are committed to accessible hiring processes—please inform us of any accommodations needed.

We look forward to hearing from you!