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Added 14 mins ago
IF
Senior Education Strategist
iA Financial Group
Calgary, AB
- Full-time
Reporting to the National Manager of Education, you will act as a strategic Education partner to Service, Sales, Marketing, Implementation and other internal stakeholders. Bringing a…
Added 14 mins ago
GE
District Manager - Industrial & Vacuum Services
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Surrey, BC
- Full-time
Manage and provide leadership for front line managers, supervisors and direct reporting employees.
Added 14 mins ago
E
Controller
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Edmonton, AB
- Full-time
The role oversees general ledger management, financial close, reporting, and annual audits while ensuring compliance with accounting standards, funding agreements, regulatory requirements,…
Added 14 mins ago
SE
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Calgary, AB
- Full-time
Strong compensation: we offer competitive compensation, regional-based uplifts, annual bonuses, and long-term financial rewards. We also help you save for your future by offering pension…
Added 14 mins ago
B
Senior Relationship Manager
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Halifax, NS · Charlottetown, PE · Nova_Ctr
- Full-time
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Added 14 mins ago
BG
Sr. Director, Financial Planning & Analysis
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- Full-time
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Added 14 mins ago
ScotiaMcLeod Administrative Support Assistant - London, ON
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Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
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- Full-time
Work collaboratively with nursing team members to support clinical documentation and submission requirements according to specific funder reporting guidelines.
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Added 14 mins ago
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Added 30 mins ago
Director - Global Sales and Business Development
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Added 30 mins ago
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Part-Time Cash Office Clerk
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- Part-time
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Added 30 mins ago
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- Full-time
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Added 44 mins ago
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- Full-time
Reporting to the Systems Assurance Lead, the RAMS Engineer be responsible for performing tasks related to the implementation of Safety & System Assurance program on large-scale projects in…
Added 44 mins ago
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Accounts Payable Manager (15 month term)
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- Full-time
…American Accounts Payable team located in Edmonton, Alberta. Reporting to the Senior Manager, Accounts Payable North America, the Accounts Payable Manager is responsible for the overall…
Added 59 mins ago
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- Full-time
…Non-Trading Market Risk, and Cash Management. As liquidity reporting and risk platforms continue to evolve, this role offers the opportunity to build and modernize highly visible,…
Added 59 mins ago
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VP, Advanced Client Analytics
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- Full-time
…partnering with businesses, channels, products, and journeys. Reporting to the SVP, Client Experience, the team provides an integrated enterprise view of client experience performance…
Added 59 mins ago
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Added 59 mins ago
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Plant Maintenance Technician/Millwright, Overnight Shift
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Added 59 mins ago
CMF Area Manager
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Added 59 mins ago
B
Senior Insolvency Analyst (Tax), Personal Debt Solutions
BDO
Langley (District), BC · Vancouver, BC · Hamilton, ON · Niagara Falls, ON · Peterborough, ON · Langley
- Full-time
Added 59 mins ago
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Senior Insolvency Analyst (Tax), Personal Debt Solutions
BDO
Calgary, AB · AB
- Full-time

Financial Planner- Red Deer, Alberta

Red Deer, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Jan 15, 2027
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 29, 2026

Original job description

Work Location:

Red Deer, 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:

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 manage client relationships by identifying financial goals and providing comprehensive investment advice. They will also conduct performance analysis and contribute to team goals through business development and service excellence.

Requirements

Candidates should have 3-5 years of experience in the financial services industry and hold or be working toward a CFP designation. A university degree is preferred, along with strong sales and relationship-building skills.

Skills

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

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
Financial Goals
Relationship Management
Business Development
CIRO Registered Representative
Certified Financial Planner
CFP
QAFP
Risk Management
Sales
Networking
Financial Services
Regulatory Environment
Market Analysis
Client Experience

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