Financial Planner - Whyte Ave

TD

Edmonton, Alberta, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
The role focuses on helping mass affluent clients set and achieve financial goals through comprehensive planning and personalized advice

Job Summary

  • The role focuses on helping mass affluent clients set and achieve financial goals through comprehensive planning and personalized advice.
  • 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 client relationships while contributing to team goals and maintaining a culture of risk management.

Matching Summary

The role focuses on helping mass affluent clients set and achieve financial goals through comprehensive planning and personalized advice.

Salary

Base: $60,000 - $70,000 CAD; Variable: 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 external growth
  • Mentorship and team collaboration abilities
  • Passion for personalized client service

Key Requirements

  • 3-5 years in financial services managing client relationships
  • CIRO Registered Representative license within 120 days
  • Achieve Certified Financial Planner designation within 3 years
  • University degree or equivalent work experience for CFP eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter