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Added 12 mins ago
M
Bilingual Customer Success Manager
Morningstar
Toronto, ON
- Full-time
…clients across both languages. The Bilingual Customer Success Manager combines deep knowledge of Morningstar's Advisor Software, Licensed Data, and AI-powered solutions with strong…
Added 28 mins ago
HC
International Customer Service Advisor - RPT
Humber College
Toronto, ON
- Internship
Reporting to the Manager, International Customer Service, the International Customer Service Advisor, as part of the Customer Service team, is responsible for the coordination of all…
Added 28 mins ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
…Office, Trade Support or Settlements, preferably within a large financial institution, asset manager or investment…
Added 28 mins ago
CH
Director of Food & Beverage
Crescent Hotels & Resorts
Rossland, BC
- Full-time
Lead the F&B business plan, budget, forecast, service strategy and operating priorities for both businesses, with separate financial accountability and reporting for each.
Added 28 mins ago
S
Manager Grocery - FreshCo Winkler
Sobeys
Winkler, MB
- Full-time
The Grocery Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 28 mins ago
H
Project Manager
HireTalent
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Role: Finance and Tax (F&T) Transformation and Continuous Improvement – Project Manager
Added 28 mins ago
R
External Funding Program Administrator - PART TIME
Raise
Burnaby, BC
- Part-time
Part time assignment : The hours will be determined by the hiring manager based on the workload. Typically workload will remain 15 hours per week approx including additional hours from time…
Added 28 mins ago
B
Director, Intraday Liquidity Risk Oversight
BMO
Toronto, ON
- Full-time
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Added 28 mins ago
S
Grocery - Manager Grocery
Sobeys
Ottawa, ON · Nepean, ON
- Full-time
The Grocery Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 28 mins ago
R
Payroll Analyst (part time)
Raise
Calgary, AB
- Part-time
Reporting to the Manager, Payroll, this individual will have a strong payroll background and will perform duties to support all aspects of time and scheduling, as well as ongoing payroll…
Added 28 mins ago
B
Contract Payroll Analyst
Brunel
Calgary, AB
- $43 to $53 CAD / hour
- Contract
…a Human Resources team in Calgary. Reporting to the Payroll Manager, you will bring a strong payroll background and help with all aspects of Canadian payroll, including time and scheduling…
Added 28 mins ago
SA
Automotive Finance Manager
Shift Auto Group
Halifax, NS
- Full-time
We're looking for an experienced, customer-focused Finance Manager to join our team and play an important role in our continued success.
Added 28 mins ago
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Manager Financial Planning & Analysis
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- Full-time
The Finance Business Manager acts as a strategic finance partner to the Advanced Diagnostics business, Canada providing comprehensive financial leadership and decision support. The role is…
Added 28 mins ago
SR
Director of Finance
Serpent River First Nation
Cutler, ON
- Full-time
The Director of Finance provides strategic and operational leadership to Serpent River First Nation to ensure long-term financial sustainability, accountability, transparency, and…
Added 28 mins ago
R
Payment Analyst - GA
RBC
Toronto, ON
- Full-time
As a Payment Analyst - GA will be reporting to the Manager, U.S. Payments Processing. In this role, you are primarily focused on providing professional, attentive service to the first point…
Added 28 mins ago
R
Manager Business Markets
RBC
Toronto, ON
- Full-time
Knowledge of financial analysis and risk assessment and familiarity with the dynamics, needs and financing challenges associated with business clients
Added 28 mins ago
T
Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
Manager, Compliance Monitoring & Testing is a newly created role on the Core Compliance team to manage the implementation of Monitoring and Testing program, a key program supporting TD's…
Added 28 mins ago
T
Personal Banker Trainee
TD
Riverview, NB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 28 mins ago
T
Manager III, Regulatory & Policy Governance - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management Inc. (TDAM) is a North American investment manager offering progressive investment solutions to investors globally. For over two decades, TDAM established competitive…
Added 28 mins ago
T
Senior Personal Banker Trainee - Investing
TD
Toronto, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 28 mins ago
T
Data Associate - Data Requirements & Quality
TD
Toronto, ON · Montreal, QC
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North A
Added 28 mins ago
T
Customer Experience Associate
TD
Red Deer, AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 43 mins ago
T
Bilingual (FR/EN) Contact Centre Representative, Canadian Banking, Easyline
TD
Montreal, QC
- Full-time
Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.)
Added 43 mins ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
…witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District…
Added 43 mins ago
AE
Branch Representative
Avenir Energy
Sydney Indian Reserve No. 28A, NS
- Full-time
Support the Branch Manager in ensuring smooth branch operations and addressing any logistical or operational challenges.

Financial Planner - Edmonton

AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 30, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 29, 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:

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 wealth planning and personalized 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 is preferred. The role requires obtaining the CIRO Registered Representative license within 120 days and the Certified Financial Planner (CFP) designation within 3 years.

Skills

Financial planning
Relationship management
Business development
Investment solutions
Client discovery
Financial analysis
Risk management
Networking
High value sales
Problem-solving
Communication skills
Mentorship
Regulatory compliance
Market analysis

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 Planner
Wealth Management
TD Wealth
Financial Services
Investment Solutions
Business Development
Relationship Management
CIRO
Registered Representative
CFP
Certified Financial Planner
Risk Management
Client Experience
Financial Goals
Market Analysis
Regulatory Environment
Networking
High Value Sales
Mentorship
Banking

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