Financial Planner - Whyte Ave

TD Ameritrade

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
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Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
** TD Ameritrade is seeking a Financial Planner for their Edmonton, Alberta location, offering a competitive salary of $60,000 - $70,000 CAD plus commission opportunities. The ideal candidate will have 3-5 years of experience in financial services, possess strong relationship management skills, and be committed to helping clients achieve their financial goals. **

Job Summary

  • The role involves identifying client life and financial goals to provide comprehensive reviews and build long-term relationships.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to contribute to team goals while maintaining a culture of risk management and continuous improvement.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Planner for their Edmonton, Alberta location, offering a competitive salary of $60,000 - $70,000 CAD plus commission opportunities. The ideal candidate will have 3-5 years of experience in financial services, possess strong relationship management skills, and be committed to helping clients achieve their financial goals. **

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off

Skills & Requirements

Must-have

  • Comprehensive financial planning expertise
  • Client relationship management skills
  • Business development and networking
  • Risk management and control culture

Nice-to-have

  • Entrepreneurial spirit for external business
  • Mentorship and team collaboration abilities
  • Passion for helping clients reach goals

Key Requirements

  • 3-5 years in financial services managing client relationships
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred or equivalent experience

Work Rights

Not specified

Tailored Resume

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