Wealth Planner in Saskatoon | Client‑Focused Financial Guidance

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

Job summary

TD Bank Group in Saskatoon, Saskatchewan, Canada, is seeking an experienced Financial Planner to help mass affluent clients with comprehensive financial planning and investment advice. The role focuses on relationship management, advice quality, and business development within TD Wealth.

You will identify client goals, conduct reviews, and build long-term relationships, while mentoring others and supporting risk management.

Qualifications

• University degree or equivalent, plus 3–5 years in financial services.
• CIRO Registered Representative license within 120 days.
• CFP designation within 3 years; CFP eligibility criteria met.

Responsibilities

• Identify clients' life and financial goals and build long‑term relationships.
• Conduct reviews, provide comprehensive financial planning and advice.
• Support business development and external networking for growth.
• Monitor service levels, productivity, and implement improvements.
• Mentor others and contribute to risk management and controls.
• Collaborate within a team to deliver client‑centric wealth solutions.

Skills

Passion for financial planning

Entrepreneurial spirit

Relationship building

Strong communication

Problem solving

Education

University degree (preferred)

3–5 years in financial services

CFP designation within 3 years

CIRO RR license within 120 days

CFP eligibility criteria met

Job description

TD Bank Group in Saskatoon, Saskatchewan, Canada, is seeking an experienced Financial Planner to help mass affluent clients with comprehensive financial planning and investment advice. The role focuses on relationship management, advice quality, and business development within TD Wealth.

You will identify client goals, conduct reviews, and build long-term relationships, while mentoring others and supporting risk management.