Financial Planner
2 weeks ago
Financial Planner - Calgary Memorial/ Forest Lawn 4 days ago. Be among the first 25 applicants. Work Location: Calgary, Alberta, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD (commission-based earnings optional). Base pay may vary based on experience, location and business needs. Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection, providing personalized advice, solutions and service to clients. The Financial Planning team helps clients set and achieve financial goals while delivering a legendary customer experience. We offer a career that is challenging, rewarding, and award‑winning. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, apply for the Financial Planner role to assist clients in meeting their financial goals and objectives. Responsibilities Identify client life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise, relationship building, and ongoing services. Conduct reporting and analysis, draw conclusions, make recommendations, and continually assess program effectiveness. Contribute to team and department goals while enhancing customer service and dedication. Monitor service, productivity, and assess efficiency; implement continuous improvements. Keep up with best practices and emerging trends. Acquire and apply expertise; mentor and guide others. Maintain a culture of risk management and control, aligned with risk appetite. Participate fully as a team member, supporting a positive and service‑oriented environment. Educational Requirements University Degree (preferred). 3–5 years in financial services 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. CIRO Registered Representative (RR) license within first 90 days. Complete Wealth Management Essentials (WME) within first 30 months. Achieve Certified Financial Planner (CFP) designation within first 3 years. CFP Eligibility requirements: University Degree OR QAFP professional in good standing for minimum 5 years at time of application. Up to 10 years of qualifying work experience. Skills You Will Require Passion for financial planning and a desire to help clients reach financial & life goals. Entrepreneurial spirit to prospect external business development opportunities through networking; experience in high‑value sales and business development. Deep understanding of the industry, competitive landscape, economic market issues, and regulatory environment. Excellent people and problem‑solving skills to build and maintain client relationships. Strong communication skills with ability to work collaboratively and independently; ability to assist and build relationships. Key Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales Industries: Investment Banking We look forward to hearing from you #J-18808-Ljbffr
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Senior Financial Planner
3 days ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Senior Financial Planner
2 weeks ago
Calgary, Canada The Wealth Council Full timeSchedule: 5 days per week (business hours) Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a Senior Financial Planner to work on a dynamic array of high-net-worth and...
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Calgary, Canada Scotiabank Full timeFinancial Planner, Branch Network- Calgary Financial Centre, Calgary, AB Join to apply for the Financial Planner, Branch Network- Calgary Financial Centre, Calgary, AB role at Scotiabank. Requisition ID: 243211. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), the Financial Planner is a member of the branch sales team...
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Financial Planner: Retirement
2 weeks ago
Calgary, Canada Scotiabank Full timeA leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and...
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Calgary, Canada Scotiabank Full timeTitle: Financial Planner, Branch Network- Calgary Financial Centre, Calgary, AB Requisition ID: 243211 About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by...
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Calgary, Canada Scotiabank Full timeTitle: Financial Planner, Branch Network- Calgary Financial Centre, Calgary, AB Requisition ID: 243211 About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success...
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Wealth Advisor/Financial Planner
2 weeks ago
Calgary, Canada Fidelity Canada Full timeJob DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
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Associate Financial Advisor
3 days ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeGriffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...
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Experienced Associate Financial Advisor
1 day ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets.The...
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Senior Financial Planner: High-Net-Worth
2 weeks ago
Calgary, Canada The Wealth Council Full timeA financial advisory firm in Calgary is seeking a Senior Financial Planner responsible for providing strategic wealth management services to high-net-worth individuals. The ideal candidate has a strong background in financial planning, excellent analytical and interpersonal skills, and the ability to adapt in a dynamic work environment. This role offers...
