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Added 1 min ago
IO
Service Dispatcher
Irving Oil
Saint John, NB
- Full-time
…efficient service. Your goal will be to provide an exceptional customer experience by managing service requests, resolving issues, and ensuring customers receive the support they need. Your…
Added 1 min ago
C
Client Associate (RR licensed) Wood Gundy
CIBC
Burlington, ON · WM BURLINGTON - HARVESTER
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
Added 1 min ago
C
Financial Associate (RR Licensed) CIBC Wood Gundy
CIBC
Hamilton, ON
- Full-time
…business opportunities, and proactively improve the client…
Added 1 min ago
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Telephone Banking Servicing Agent, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Customer Service Contact Centre Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll work in…
Added 1 min ago
C
Client Associate (IR Licensed) CIBC Wood Gundy
CIBC
Vancouver, BC
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
Added 1 min ago
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Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
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Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Thornhill, ON
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
Added 1 min ago
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Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Surrey, BC
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
Added 1 min ago
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Financial Associate Wood Gundy
CIBC
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- Full-time
…uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the brokerage environment and CIBC and…
Added 1 min ago
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Client Associate (IR licensed) Wood Gundy
CIBC
London, ON
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
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Client Associate (IR licensed) Wood Gundy
CIBC
Mississauga, ON
- Full-time
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities,…
Added 1 min ago
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Client Associate (IR licensed) Wood Gundy
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Toronto, ON
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Added 1 min ago
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Investment Advisor Assistant, Wood Gundy-Bilingual
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Montreal, QC
- Full-time
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Customer Service Representative
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Field Technical Service Representative (Seasonal)
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Create an amazing customer experience every time with your dedication to customer service and professionalism
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…to make decisions that improve our marketing strategies and customer…
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Customer Service Representative
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Financial Planner- Southwest, Calgary

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 6, 2026

Original job description

Work Location:

Calgary, 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. This role involves active business development, relationship management, and the continuous assessment of client needs through personalized financial solutions.

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, and the role requires obtaining a CIRO Registered Representative license within the first 120 days.

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 environment knowledge
Market analysis
Customer service

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
Registered Representative
CFP
Certified Financial Planner
Risk Management
Client Loyalty
Market Analysis
Regulatory Environment
Financial Services
Sales
Networking
Portfolio Management
Financial Goals
Customer Experience
Mentorship
Performance Analysis
Banking
Wealth Protection

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