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Financial Analyst
RBGlobal
Burnaby, BC
- Full-time
Account reconciliation and customer service experience preferred.
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Associate Store Manager - Halifax
Knix
Halifax, NS
- Full-time
…succeed together. At your core, you’re a resilient, motivated leader who inspires teams, builds community, and delivers meaningful results through a world-class customer experience.\nWhat's…
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Retail Key Holder
Skechers
Toronto, ON
- Part-time
As a Key Holder, better known as a “Floor Leader,” at Skechers, you’ll take on an essential Retail Leadership Role, contributing to store operations and mentoring your team to deliver…
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Retail Key Holder
Skechers
Coquitlam, BC
- Part-time
As a Key Holder, better known as a “Floor Leader,” at Skechers, you’ll take on an essential Retail Leadership Role, contributing to store operations and mentoring your team to deliver…
Added 12 mins ago
SB
Field Marketing Coordinator Intern - Edmonton
Stanley Black & Decker, Inc.
AB
- Full-time
As a Field Marketing Coordinator (FMC) Intern (May to August 2027), you will be part of a dedicated team based in the Edmonton region and reporting directly to the Field Marketing Manager.…
Added 12 mins ago
SB
Field Marketing Coordinator - Saskatoon
Stanley Black & Decker, Inc.
Saskatoon, SK · ON
- Full-time
As a Field Marketing Coordinator (FMC) Intern (May to August 2027), you will be part of a dedicated team based in the Saskatoon region and reporting directly to the Field Marketing Manager.…
Added 12 mins ago
SB
Field Marketing Coordinator Intern - Calgary
Stanley Black & Decker, Inc.
Calgary, AB · AB
- Full-time
As a Field Marketing Coordinator (FMC) Intern (May to August 2027), you will be part of a dedicated team based in the Calgary region and reporting directly to the Field Marketing Manager.…
Added 12 mins ago
SB
Field Marketing Coordinator Intern - Winnipeg
Stanley Black & Decker, Inc.
Winnipeg, MB · ON
- Full-time
As a Field Marketing Coordinator (FMC) Intern (May to August 2027), you will be part of a dedicated team based in the Winnipeg region and reporting directly to the Field Marketing Manager.…
Added 12 mins ago
SC
Retail Print & Services Supervisor
Staples Canada
Guelph, ON
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
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Property Services Coordinator
BGIS
Calgary, AB
- Full-time
BGIS is a global leader in integrated facility management services. With a combined team of over 10,000 globally, BGIS relentlessly focuses on delivering innovative service solutions that…
Added 12 mins ago
HS
Rigger Technician
Hercules SLR
Winnipeg, MB
- Full-time
Hercules Group of Companies is looking for an experienced Rigger Technician to join our team in Winnipeg, MB. You'll work with specialized lifting and rigging equipment, primarily…
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store manager, Saint John, NB
Starbucks
Saint John, NB
- $59,400 to $78,450 CAD / year
3 years retail / customer service management experience
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Template - Operations Manager
Movati
Edmonton, AB
- Full-time
Our Operations Manager is an experienced people-oriented leader assisting with coaching, managing and motivating team members to achieve service objectives. A part of this means providing…
Added 27 mins ago
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Territory Manager - Healthcare
Linde
Fredericton, NB
- Full-time
Further, you will conduct respiratory equipment in-service training sessions with community partners
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WC
(CAN) Leader de nuit
Walmart Canada
Alma, QC
- Full-time
…environment. In this role, you lead and support the overnight team by living Walmart’s values and ensuring shelves are stocked, displays are set, and the store is well‑presented for…
Added 27 mins ago
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Business Transformation Director
GRAITEC Italy
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Graitec is a global leader in Building Information Modeling (BIM) solutions, designing and developing software
Added 27 mins ago
EG
Executive Assistant/Internal Communications Coordinator
Endress+Hauser Group
Burlington, ON
- $80,000 to $85,000 CAD / year
- Full-time
At Endress+Hauser, progress happens by working together. As the global leader in measurement instrumentation, our ~17.000 employees shape the future in the field of process automation.…
Added 27 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
…ideal for someone who thrives in a environment where balancing customer relationships, service oversight, vendor coordination, and problem resolution are a…
Added 27 mins ago
ZA
Licensed Technician - Lexus of Vaughan (26340)
Zanchin Automotive Group
Vaughan, ON
- Internship
You will be part a winning team -- we are a leader in the industry driven by 50 years of people-centric business modelling.
Added 27 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Customer service-oriented and highly effective communication skills
Added 27 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Customer service-oriented and highly effective communication skills
Added 27 mins ago
Operations Specialist 1
Sonepar
Vaughan, ON
…assisting branches in achieving performance, safety, inventory, and customer service…
Added 27 mins ago
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Financial Planner- Castleridge, Calgary
TD
Calgary, AB
- Full-time
…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…
Added 27 mins ago
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Personal Banking Associate - Sydney
TD
Sydney Indian Reserve No. 28A, NS
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 27 mins ago
T
Modelling/Forecasting Senior Analyst
TD
Toronto, ON
- Full-time
…who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own…

Financial Planner- Castleridge, Calgary

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Nov 9, 2026

Original job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60,000 - $70,000 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. 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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Additional 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, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using 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 and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and 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 you will require:

Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other 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. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

The Financial Planner will identify client life and financial goals to provide comprehensive advice and tailored investment solutions. They are responsible for business development, relationship management, and maintaining a culture of risk management while delivering legendary customer service.

Requirements

Candidates should have 3–5 years of experience in the financial services industry and a university degree. The role requires obtaining a CIRO Registered Representative license within 120 days and a Certified Financial Planner (CFP) designation within 3 years.

Skills

Financial planning
Relationship management
Business development
Investment solutions
Client service
Risk management
Problem-solving
Communication skills
Networking
Sales
Financial analysis
Mentorship
Regulatory compliance

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development programs
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
TD Wealth
CIRO
CFP
Investment
Business Development
Relationship Management
Risk Management
Financial Services
Client Loyalty
Portfolio Management
Regulatory Environment
Sales
Networking
Mentorship
Financial Goals
Customer Experience
Market Analysis
Banking

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