Wealth Planning Advisor – Calgary

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

Benefits offered by this job

Commission-based earnings

Job summary

The Toronto-Dominion Bank (Canada) TD Wealth is seeking a Financial Planner in Calgary to deliver personalized financial planning and advisory services to mass affluent clients. This role emphasizes relationship management, advice, and business development to grow client base and assets.

You will conduct comprehensive reviews, set and monitor goals, make recommendations, and stay ahead of industry trends while ensuring risk-aware practices and strong client service.

Qualifications

• University degree preferred.
• 3–5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions.
• CIRO Registered Representative (RR) license within first 120 days in role.
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role.

Responsibilities

• Identify clients' life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
• Conduct reporting and analysis to draw conclusions, make recommendations and assess program effectiveness
• Contribute to team and department goals while strengthening customer service and dedication
• Monitor service, productivity and assess efficiency and implement continuous improvements
• Stay ahead of emerging trends and best practices in the industry
• Acquire and apply expertise, provide mentorship and guidance to others
• Maintain a culture of risk management and aligned risk appetite
• Participate fully as a team member and support a service-oriented environment

Skills

Client relationship management

Financial planning expertise

Sales and business development

Communication skills

Regulatory knowledge

Team collaboration

Education

University degree

CFP designation

CIRO RR license

Job description

The Toronto-Dominion Bank (Canada) TD Wealth is seeking a Financial Planner in Calgary to deliver personalized financial planning and advisory services to mass affluent clients. This role emphasizes relationship management, advice, and business development to grow client base and assets.

You will conduct comprehensive reviews, set and monitor goals, make recommendations, and stay ahead of industry trends while ensuring risk-aware practices and strong client service.