Not specified (assumed to be in-person given the job location)
Comprehensive financial planning expertise
Mass affluent investing client management
Relationship building and maintenance
TD Bank is seeking a Financial Planner in Edmonton, Alberta, to provide personalized financial planning and investment advice to mass affluent clients. The role emphasizes relationship management, business development, and effective client communication, with opportunities for professional growth and competitive compensation
Job Summary
This role focuses on providing sophisticated and holistic wealth planning to help clients achieve their financial goals.
The position offers a competitive compensation package including base pay ranging from $60,000 to $70,000 CAD plus commission-based earnings.
TD Wealth provides extensive training, career development opportunities, and a supportive culture designed to foster deep client relationships.
Matching Summary
Match Score: 85
TD Bank is seeking a Financial Planner in Edmonton, Alberta, to provide personalized financial planning and investment advice to mass affluent clients. The role emphasizes relationship management, business development, and effective client communication, with opportunities for professional growth and competitive compensation.
Salary
Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, retirement programs included
Skills & Requirements
Must-have
comprehensive financial planning expertise
mass affluent investing client management
relationship building and maintenance
business development and networking
risk management and control culture
Nice-to-have
entrepreneurial spirit for external growth
passion for helping clients reach goals
strong problem-solving skills
collaborative team environment
mentorship capabilities
Key Requirements
University Degree preferred
3-5 years financial services experience
CIRO Registered Representative license within 120 days