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Added 9 mins ago
D
Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 9 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment…
Added 9 mins ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 9 mins ago
CB
Customer Service Representative
Clark Builders
Edmonton, AB · NorthStar Edmonton
- Full-time
NorthStar Equipment Rentals is hiring a Customer Service Representative in Edmonton. This person will be responsible for enhancing the customer experience by establishing new rental and…
Added 9 mins ago
CB
Customer Service Representative
Canadian Borealis Construction Inc.
Edmonton, AB · NorthStar Edmonton
- Full-time
NorthStar Equipment Rentals is hiring a Customer Service Representative in Edmonton. This person will be responsible for enhancing the customer experience by establishing new rental and…
Added 23 mins ago
KS
Field Sales Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Are you someone who lights up a room and genuinely enjoys connecting with people? Kognitive Sales Solutions is hiring Retail Sales Representatives across Canada to represent one of the…
Added 23 mins ago
T
Part Time Sales Representative | TELUS & Koodo Quinte Mall
TELUS
Belleville, ON
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 24 mins ago
GT
Cashier (Part-Time)
Giant Tiger
Hamilton, ON
- Part-time
Ensures a high level of customer service at the checkouts;
Added 24 mins ago
CO
Delivery Driver
Culligan of Canada
South Glengarry, ON
- $22 CAD / hour
- Full-time
Culligan offers a full line of water treatment products for every problem. We provide the dependable service and technical expertise that has made Culligan the water solution choice for…
Added 39 mins ago
Sales Support Specialist - Bilingual
Mettler Toledo
Mississauga, ON
As our Inside Sales Representative, you will play a critical role in driving growth and enabling the success of our Field Sales Organization. In this role, you will serve as both a trusted…
Added 39 mins ago
CF
Member Services Rep
Crunch Fitness Canada
Hamilton, ON
- $17.95 CAD / hour
- Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 39 mins ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 39 mins ago
CB
Customer Service Representative
Clark Builders
AB · Edmonton, AB
- Full-time
NorthStar Equipment Rentals is hiring a Customer Service Representative in Edmonton. This person will be responsible for enhancing the customer experience by establishing new rental and…
Added 54 mins ago
GF
Overnight Customer Service Representative (Motivator) – Bradford Holland and Sideroad 10
GoodLife Fitness
Canada
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 54 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 1 hour ago
CP
Customer Service Representative
Catalent Pharma Solutions
Windsor, ON · CAN-Windsor Ontario
- Full-time
We have an opportunity for a Customer Service Representative to join our team. In this role, you will manage individual customer accounts and ensure high levels of service that promote…
Added 1 hour ago
Sales Representative / Representant de vente - Montreal
The Linq Agency
Montreal, QC
LINQ is seeking motivated, confident, and customer-focused Retail Sales Ambassadors to join our growing team. We pride ourselves on building a strong agency culture and providing meaningful…
Added 1 hour ago
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Fleet Maintenance Fueler Washer
Penske
Calgary, AB
- Full-time
Prepare daily reports of fuel, oil, and accessory sales
Added 1 hour ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
Collaborer avec les services internes (ventes, facturation, service client) pour résoudre les litiges et les retards de paiement
Added 1 hour ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
JA
Représentant de service technique/Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 1 hour ago
JA
Représentant de services technique / Technical Field Service Representative
JR Automation
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 1 hour ago
NA
Strategic Sourcing Manager
Nortek Air Solutions, LLC
Montreal, QC · Nortek Air Solutions-Montreal-Canada
- Full-time
…encompass over 2 million square feet of clean space and 180 sales representative offices. NAS's brands are known for innovation and advanced technology and provide customers with product…
Added 1 hour ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
TH
Associé(e) à la mise en marché - Temps partiel
The Home Depot
Canada
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…

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

Apply About employer

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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