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Added 2 mins ago
IF
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
iA Financial Group (Industrial Alliance)
Vancouver, BC
- Full-time
Are you driven by building meaningful business relationships and creating value for clients and partners? As a Client Relationship Manager, Partnerships & Affinity Markets – Special…
Added 4 mins ago
M
Building Infrastructure Project Manager
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
The Project Manager is responsible for the overall coordination of infrastructure installations (structures, civil works, HVAC systems, electrical systems, telecommunications, security, and…
Added 4 mins ago
J
Senior Data Analyst
Jane
Remote, Canada
- Full-time
- Remote
Develop and optimize Looker dashboards to support financial planning, revenue analysis, cost insights, and transaction-level reporting.
Added 4 mins ago
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General Manager
Havergal
Toronto, ON · NORTH YORK, ON
- Full-time
The General Manager is responsible for all aspects of the operation including: budgeting, financial management and weekly analysis, implementation and ongoing success of retail and…
Added 4 mins ago
ML
Assistant General Manager
MAPLE LEAF LOUNGE
ON · MISSISSAUGA, ON
- Full-time
The Assistant General Manager is responsible for all aspects of the operation including: budgeting, financial management and weekly analysis, implementation and ongoing success of the…
Added 4 mins ago
TC
Fraud, Waste and Abuse Operations Lead Analyst - 12 Months Contract - Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
The Operations Lead Analyst is responsible for administering operational efficiency processes that manage cost and optimize results, including financial data analysis and reporting as part…
Added 17 mins ago
GT
Data Services Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $35 to $44 CAD / hour
- Contract
Responsible for effective workflow, analysis and exception management of data related to the QFC Recordkeeping regulation, as well as trade exception queries.
Added 17 mins ago
OD
Finance Officer - 1.0 Regular
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Nepean, ON
- Full-time
Reporting to the Team Manager, Financial Planning, the Finance Officer is responsible for preparing supporting documentation that contributes to the development and management of the Board…
Added 17 mins ago
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Controller
HiredUp
Georgetown, ON
- $200,000 CAD / year
- Full-time
Demonstrated experience with budgeting, forecasting, financial planning, and variance analysis.
Added 17 mins ago
FN
Manager and Team Lead, Third Party Residential Underwriting-NBBP
First National Financial LP
Montreal, QC
- Full-time
We are hiring a Manager and Team Lead, Third Party Residential Underwriting-NBBP!
Added 19 mins ago
PC
Territory Manager - Edmonton
PMA Canada
AB · Edmonton, Alberta
- Full-time
Reporting to the Sales Manager | Alberta Independents North, the Territory Manager will develop the PMA Portfolio in the Northern Alberta which may include on and off premise outlets within…
Added 34 mins ago
B
Fire Alarm Technician
BGIS
Orillia, ON
- Full-time
The Fire Alarm Technician will report to the Regional Operations Manager. In this role, the Fire Alarm Technician will be responsible for completing code-compliant testing and inspections.…
Added 46 mins ago
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Strategic Operations Manager - Partnerships
Relay
Toronto, ON
- Full-time
Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money - bringing clarity, confidence, and control to every dollar earned, so…
Added 46 mins ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
A career as a Private Banking Relationship Manager with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a…
Added 46 mins ago
ES
Senior Manager, Finance and Administration
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AB · Edmonton, AB
- Full-time
The Senior Manager, Finance and Administration provides strategic financial leadership and oversees the integrity and effective use of the corporation’s financial systems. The role leads…
Added 46 mins ago
CG
Unit Food Manager, South Carleton High School
Compass Group Canada
Ottawa, ON · Richmond, ON
- Full-time
Participate in all phases of food preparation, menu planning, and development.
Added 46 mins ago
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Private Banking Associate, Private Banking 1859
National Bank of Canada
Calgary, AB
- Temporary
Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with…
Added 48 mins ago
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Senior Manager, Commercial Cards Fraud Strategy
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Toronto, ON · Halifax, NS · FCP
- Full-time
Works with stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes group goals. Provides subject matter expertise in the design,…
Added 48 mins ago
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Senior Manager, BioPharma Internal & Corporate Communications (Contract)
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- Full-time
As the Corporate Communications Senior Manager for BioPharma you operate within the Global Corporate Affairs BioPharma team with a specific focus on shaping and executing internal and…
Added 48 mins ago
Manager, Client Growth & Lead Generation - Tangerine
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Thornhill, ON
Employee Family Assistance Program to help team members with physical, emotional, mental, financial and other concerns
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Manager, FP&A Corporate Groups
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The Corporate Finance team is seeking a Senior Manager, Finance to provide strategic financial leadership and business partnership for Bell’s Corporate Groups portfolios. This role is…
Added 1 hour ago
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Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Associate, Financial Planning, supports the delivery of personalized financial…
Added 1 hour ago
BC
Commercial Relationship Manager
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Prince George, BC
- Full-time
The Commercial Relationship Manager supports Beem’s vision of promoting financial wellness by developing long-term relationships with members, proactively identifying and fulfilling their…
Added 1 hour ago
A
Customer Success Manager- 1 Year Term
Assent
Ottawa, ON
- $75,000 to $95,000 CAD / year
- Full-time
Assent empowers manufacturers and distributors with the intelligence to build sustainable products, meet global compliance requirements and drive better business outcomes.

Financial Planner-Edmonton

AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 19, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 5, 2026

Original job description

Work Location:

Edmonton, 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:

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 provide comprehensive financial planning and investment advice to mass affluent clients to help them achieve their life goals. They are responsible for business development, relationship management, and maintaining a culture of risk management while delivering a legendary customer experience.

Requirements

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

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

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

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