Wealth Planner & Financial Guidance Specialist

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

Job summary

TD Wealth is seeking a Financial Planner to deliver personalized wealth planning and protection services, helping clients set and achieve financial goals with a legendary customer experience.

You will join a team focused on sophisticated goals discovery and building long-lasting client relationships, supported by a culture of service and risk-aware practices. The role includes growth opportunities, ongoing development, and a clear path to CFP certification.

Qualifications

• University Degree (preferred)
• CIRO Registered Representative (RR) license within first 120 days 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
• Up to 10 years of qualifying work experience

Responsibilities

• Identify your client's 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 using results to 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, productivity and assess efficiency and implement continuous improvements
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Acquire and apply expertise, provide mentorship, assistance and direction to others
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Participate fully as a member of the team, support a positive and service-oriented work environment

Skills

Financial planning

Business development

Industry knowledge

People skills

Communication

Education

University Degree

CIRO RR license within 120 days

CFP designation within 3 years

CFP eligibility: University Degree

Up to 10 years qualifying work experience

Job description

TD Wealth is seeking a Financial Planner to deliver personalized wealth planning and protection services, helping clients set and achieve financial goals with a legendary customer experience.

You will join a team focused on sophisticated goals discovery and building long-lasting client relationships, supported by a culture of service and risk-aware practices. The role includes growth opportunities, ongoing development, and a clear path to CFP certification.