Financial Planner - Edmonton

TD Bank

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
The role focuses on providing sophisticated and holistic wealth planning to help clients achieve their financial and life goals

Job Summary

  • The role focuses on providing sophisticated and holistic wealth planning to help clients achieve their financial and life goals.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to build long-term relationships through personalized advice while contributing to team goals and continuous improvement.

Matching Summary

The role focuses on providing sophisticated and holistic wealth planning to help clients achieve their financial and life goals.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Health, savings, 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 sales growth
  • Passion for helping clients reach goals
  • Strong problem-solving abilities
  • Mentorship and team collaboration skills

Key Requirements

  • 3-5 years financial services experience
  • CIRO Registered Representative license within 120 days
  • Achieve CFP designation within 3 years
  • University degree preferred
  • Experience with high value sales

Work Rights

Not specified

Tailored Resume

Cover Letter