Financial Planner - Whyte Ave (Edmonton)

Work Location: Edmonton, Alberta, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. The base pay actually offered may vary based upon the candidate’s skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs. Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, current business and client loyalty. With a focus on relationship management, advice and business development, you will provide comprehensive financial planning and advice to mass affluent investing clients, assist clients in meeting their financial goals and objectives, and manage long‑term relationships. Responsibilities - Identify client life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise and ongoing services - Conduct reporting and analysis, use 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; implement continuous improvements - Stay knowledgeable of best practices and emerging trends - Provide mentorship and direction to others - Maintain a culture of risk management and control, aligned with risk appetite - Participate fully as a member of the team, support a positive service‑oriented work environment Educational Requirements - 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 Skills Required - Passion for financial planning and driven to help clients reach their financial & life goals - Entrepreneurial spirit to prospect external business development opportunities through networking, with experience in high‑value sales and business development - Deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment - Excellent people and problem‑solving skills that help build and maintain client relationships - Strong communication skills, ability to work collaboratively and independently, provide assistance and build relationships Benefits Our Total Rewards package includes a base salary, variable compensation and key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2o741y