Wealth Planner for Mass Affluent Clients | CFP Path

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

Job summary

TD Wealth in Edmonton, Alberta is seeking an experienced professional to provide comprehensive financial planning and advice to mass affluent clients. You will build long-term relationships through tailored investment strategies and ongoing service.

The role emphasizes reporting, analysis, risk management, and mentorship within a collaborative team. A university degree and relevant licenses or CFP progression are preferred, with a strong focus on client outcomes and ethical financial guidance.

Qualifications

• 3–5 years in financial services, managing client relationships and providing financial advice.
• CIRO Registered Representative license within first 120 days.
• CFP designation within first 3 years in role.
• CFP eligibility: university degree OR 5+ years as QAFP OR up to 10 years of qualifying experience.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships through planning expertise and ongoing service.
• Conduct reporting and analysis; draw conclusions, make recommendations and monitor program effectiveness.
• Contribute to team and department goals while improving customer service.
• Monitor service levels and productivity; implement continuous improvements.
• Stay current with best practices and emerging trends in wealth management.
• Mentor others and provide direction within the team.
• Maintain risk management culture aligned with risk appetite.
• Collaborate as a team member and support a service-oriented environment.

Skills

Financial planning

Client relationship building

Sales / business development

Regulatory awareness

Communication skills

Education

University degree

CIRO RR license

CFP designation or CFP eligibility

Job description

TD Wealth in Edmonton, Alberta is seeking an experienced professional to provide comprehensive financial planning and advice to mass affluent clients. You will build long-term relationships through tailored investment strategies and ongoing service.

The role emphasizes reporting, analysis, risk management, and mentorship within a collaborative team. A university degree and relevant licenses or CFP progression are preferred, with a strong focus on client outcomes and ethical financial guidance.