Wealth Planner: Strategic Financial Guidance & Growth

The Toronto-Dominion Bank (Canada); Edmonton; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth is seeking a Financial Planner in Edmonton to provide mass affluent investing clients with comprehensive financial planning and advice, focusing on relationship management, advice and business development. You will identify clients’ life and financial goals, conduct reviews, build long-term relationships, and stay ahead of industry trends.

A University degree, 3–5 years in financial services, CIRO RR license within 120 days, and CFP designation within 3 years are required or pursued.

Qualifications

• University Degree (preferred)
• 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (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 passion

Business development

Industry knowledge

People skills

Communication skills

Education

University degree

3–5 years financial services experience

CIRO RR license (within 120 days)

CFP designation within 3 years

CFP eligibility requirements (qualifying experience)

Job description

TD Wealth is seeking a Financial Planner in Edmonton to provide mass affluent investing clients with comprehensive financial planning and advice, focusing on relationship management, advice and business development. You will identify clients’ life and financial goals, conduct reviews, build long-term relationships, and stay ahead of industry trends.

A University degree, 3–5 years in financial services, CIRO RR license within 120 days, and CFP designation within 3 years are required or pursued.