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Added 2 mins ago
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Wealth Management Advisor
Desjardins
Sainte-Thérèse, QC · Caisse Desjardins Thérèse-De Blainville
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 2 mins ago
C
Client Service Representative
CIBC
Richmond, BC
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 2 mins ago
C
First Nations/Métis/Inuit Candidates - Banking Centre Roles
CIBC
Calgary, AB · Edmonton, AB · Winnipeg, MB · Regina, SK · Saskatoon, SK
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 2 mins ago
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Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Current Registered Representative and Supervisor licensing with CIRO is required.
Added 2 mins ago
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Facility Manager III
BGIS
Vancouver, BC
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…
Added 16 mins ago
SC
Inside Sales Representative
Sego Canada Inc.
Lethbridge, AB
- Full-time
Sego Canada is an industrial distribution and service company within the Flow Control Group network, serving customers across Canada with technically oriented flow control, automation, and…
Added 18 mins ago
BB
Sales Representative
Bloomstar Bouquet
ON
- $45,000 to $50,000 CAD / year
- Full-time
We are seeking a customer-focused and organized Sales Representative to support customer service and sales activities across the business. Reporting directly to the Senior Business…
Added 33 mins ago
AC
Member Service Representative (Full-Time, Permanent) Selkirk
Access Credit Union
Selkirk, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 47 mins ago
KP
Elementary Permanent (6.03) - Courtice Intermediate - (0.50) Core French / (0.39) Planning - 0.89 FTE - (FSL., Int., Qualifications Required)
Kawartha Pine Ridge District School Board
Courtice, ON
- Contract
Kawartha Pine Ridge District School Board is committed to a qualified workforce that is representative of the diversity of the people of Ontario and across the communities we serve. We…
Added 47 mins ago
T
Senior FCRM Testing Analyst - PCT Validations (5325)
TD
Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 47 mins ago
MU
Communication & Publication Coordinator
McGill University
Sherbrooke, QC
- Part-time
Administer the CRCF Listserv and membership records, including maintaining distribution lists, updating member information, distributing communications and documentation, and tracking…
Added 47 mins ago
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Assistant Manager - Market Development
Desjardins
L'Île-Perrot, QC · Caisse Desjardins de Vaudreuil-Soulanges
- Full-time
Implement and develop a competitive, profitable service offer that incorporates partnerships with other components in order to provide an exceptional member/client experience.
Added 47 mins ago
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Financial services Agent, Clientele
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 1 hour ago
C
Client service representative - Part-time (15 hours/week)
CIBC
Clarenville, NL
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 hour ago
IM
Principal, Client Portfolio Strategy and Governance
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
This job posting is for an existing vacancy. If you are ready to deliver best-in-class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity…
Added 1 hour ago
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Senior Representative - Inside Sales
Wesco
Edmonton, AB
- Full-time
As a Senior Representative - Inside Sales, you will interact with existing customers to increase sales of the Company's products and/or services. You will obtain, create, and and up-selling…
Added 1 hour ago
Health Care Aide
Winnipeg Regional Health Authority
Emerson, MB
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 1 hour ago
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Part Time Sales Representative | TELUS Lindsay Square Mall
TELUS
Kawartha Lakes, ON · Lindsay, 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 1 hour ago
CF
Member Services Rep
Crunch Fitness Canada
Woodbridge, 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 1 hour ago
Infrastructure Engineer
HTS Engineering Ltd.
Toronto, ON
…services provider with a strong focus on the HVAC manufacturer’s representative industry. With a variety of offerings including business intelligence software, help service support, and…
Added 1 hour ago
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PIA Client Service Associate
TD
Toronto, ON
- Full-time
…protection to provide highly personalized advice, solutions, and service to…
Added 2 hours ago
D
Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 2 hours ago
Customer Service Representative - Heartland Town Centre, Mississauga (22.5 hrs/week)
Scotiabank
Mississauga, ON
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 2 hours ago
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Client Service Representative [Hourly]
CIBC
Toronto, ON
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 2 hours ago
B
Facility Manager III - Future Opportunities
BGIS
Vancouver, BC
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…

Financial Planner - Meadows

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 9, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 6, 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 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 a CIRO Registered Representative license within 120 days and a Certified Financial Planner (CFP) designation within 3 years.

Skills

Financial planning
Wealth management
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
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

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

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