Financial Planner

Financial Planner - Leduc Join to apply for the Financial Planner - Leduc role at TD Securities. 1 day ago – be among the first 25 applicants. Job Details Location: Leduc, Alberta, CanadaHours: 37.5 per weekLine of Business: TD WealthPay: $60,000 – $70,000 CAD (base + commission).This role is eligible for commission‑based earnings in addition to the base pay. Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection. The Financial Planning team delivers personalized advice, solutions and services to clients, aiming to help them achieve their financial goals while providing a legendary customer experience. We value high‑performing teams, deep client understanding, and a culture of continuous improvement. Responsibilities Identify clients’ life and financial goals, conduct comprehensive reviews, and build long‑term relationships. Conduct reporting and relevant analysis to provide 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. Stay ahead of emerging trends and maintain knowledge of best practices and procedures. Provide mentorship, assistance, and direction to others. Maintain a culture of risk management and control, supported by aligned risk appetite. Participate fully as a team member and support a positive, 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). Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date. Complete Conduct & Practices Handbook (CPH) within first 90 days in role. CIRO Registered Representative (RR) license within first 90 days in role. Complete Wealth Management Essentials (WME) within first 30 months 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 a drive to help clients reach their financial & life goals. Entrepreneurial spirit to prospect external business development opportunities through networking and experience in high‑value sales and business development. Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment. Excellent people and problem‑solving skills that help build and maintain client relationships. Strong communication skills with ability to work collaboratively and independently, providing assistance and building relationships. About TD TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses. TD is guided by the vision to Be the Better Bank and the purpose to enrich lives of customers, communities and colleagues. We are deeply committed to customer experience, leadership, and innovation across banking. Our Total Rewards Package Base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward & recognition programs. Additional Information Job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own regulations and requirements. Colleague Development Regular career and performance conversations with management, access to online learning platforms, mentoring programs, and career path opportunities. Training & Onboarding Provide training and onboarding sessions to ensure success in the new role. Interview Process We’ll reach out to candidates to schedule an interview. Outcomes communicated via email or phone call. Accommodation Your accessibility is important to us. Let us know if you need accommodations such as accessible meeting rooms or captioning for virtual interviews. Language Requirement (Quebec Only) Sans Objet Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Financial Planner jobs in Edmonton, Alberta, Canada. #J-18808-Ljbffr