Talent.com
The Toronto-Dominion Bank (Canada)
Financial Planner - AirdrieThe Toronto-Dominion Bank (Canada) • Airdrie, Alberta
Financial Planner - Airdrie

Financial Planner - Airdrie

The Toronto-Dominion Bank (Canada) • Airdrie, Alberta
11 days ago
Job type
  • Full-time
Job description

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

  • 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

#LI-Wealth

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. 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
Create a job alert for this search

Financial Planner - Airdrie • Airdrie, Alberta

Similar jobs

Talent Acquisition Partner - airdrie

Kaizen Automotive Groupairdrie, ab, ca
Full-time

As a family‑owned and operated automotive organization, we are driven by the principles of Kaizen, focusing on elevating our people, strengthening our processes, and building a high‑performance cul... Show more

 • Promoted

Financial Planner

Wellington-AltusCalgary
Full-time

This posting is for an existing vacancy in Wellington-Altus’ Calgary office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent company to Wellington-Altus Private Couns... Show more

 • Promoted

Scheduling & Planning Assistant - airdrie

Evansairdrie, ab, ca
Full-time

For more than four decades, Evans has been the global leader in delivering innovative solutions for mission critical operations.Our work supports a diverse range of clients across public safety, av... Show more

 • Promoted

Financial Planner - Wealth Management

BDO CanadaCalgary, Alberta, Canada
Full-time

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more

 • Promoted

Turnaround Planner - airdrie

Insight Globalairdrie, ab, ca
Temporary

Insight Global is looking for a Turnaround Planner for a 12 month contract out of Calgary, AB.Reporting to the Program Manager – Capital Maintenance & Turnarounds, the Turnaround Scheduler/Planner ... Show more

 • Promoted

Planning Specialist - airdrie

Brunelairdrie, ab, ca
Full-time

Planning & Forecast Advisor – Program Office.Our client is a major liquefied natural gas (LNG) export joint venture based in Canada, developing and operating an export terminal in Kitimat, British ... Show more

 • Promoted

Financial Planner

Wellington-Altus Financial Inc.Calgary
Full-time

This posting is for an existing vacancy in Wellington-Altus’ Calgary office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent company to Wellington-Altus Private Couns... Show more

 • Promoted

Portfolio Administrator - airdrie

Humans of HRairdrie, ab, ca
Full-time

Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate Professionals.Combined with our vast... Show more

 • Promoted

Project Expeditor - airdrie

Agilus Work Solutionsairdrie, ab, ca
Temporary

Join a leading energy project team as a Project Expeditor, ensuring timely delivery of materials and equipment for large-scale industrial projects.You’ll monitor supplier progress, manage schedules... Show more

 • Promoted

Field Sales Agent - Airdrie

OSL Retail ServicesAirdrie, AB, CA
Permanent

Field Sales Agents | Airdrie, AB (Calgary North and Surrounding Area).OSL is a dynamic, people‑driven company providing outsourced sales services.We celebrate unique and energetic people that work ... Show more

 • Promoted

Anaplan Consultant Manager - airdrie

Codexairdrie, ab, ca
Full-time

Manager / Senior Manager – Anaplan.Greater Calgary Area (or open to relocate).Actual salary will be based off applicants experience & qualifications).An established consulting team focused on finan... Show more

 • Promoted • New!

Senior Solutions Analyst - airdrie

Windmill Microlendingairdrie, ab, ca
Permanent

Windmill Microlending empowers skilled immigrants and refugees to build careers in Canada while reducing poverty and labour shortages.We do this by offering affordable loans along with client succe... Show more

 • Promoted

Financial Planner

BMOCalgary
Full-time

Application Deadline: 04/21/2026.Address: 5249 Richmond Road SW, Unit 1.Job Family Group: Retail Banking Sales & Service.As a BMO Financial Planner, you will provide financial and investment planni... Show more

 • Promoted

Financial Planner - Airdrie

TDAirdrie
Full-time

Work Location: Airdrie, Alberta, Canada.Pay Details: $60,000 - $70,000 CAD (eligible for commission based earnings).TD Wealth takes a sophisticated and holistic goals discovery approach to wealth p... Show more

 • Promoted

Financial Planner - Airdrie

TD BankAirdrie, Alberta, Canada
Full-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Senior Estimator Single Family - airdrie

Trico Homesairdrie, ab, ca
Full-time

Trico Homes is an incredible team of dedicated people building outstanding homes and communities in and surrounding Calgary, AB.We are continually recognized as one of Canada’s 50 Best Managed Comp... Show more

 • Promoted

Business Analyst - airdrie

Raiseairdrie, ab, ca
Full-time

After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.We’re hiring right now; if you’re interested, apply below for your chance to join a great... Show more

 • Promoted

Master Planner - airdrie

Global Partner Solutionsairdrie, ab, ca
Temporary

Master Planner – Aerospace Manufacturing (On‑Site).On‑site at Calgary, Alberta, CAN – Aerospace Manufacturing Facility.Candidates open to relocation are welcome.We are looking for an experienced.Ma... Show more

 • Promoted

Senior Estimator - airdrie

Haysairdrie, ab, ca
Permanent

Commercial & Institutional Construction.Our client is a highly respected, values‑driven construction organization with a strong track record delivering complex commercial, institutional, and mixed‑... Show more

 • Promoted

Financial Planner - Wealth Management

BDO Canada LLPCalgary, AB, CA
Full-time

Financial Planner - Wealth Management page is loaded## Financial Planner - Wealth Managementlocations: Calgary - 8th Ave SW: Edmonton - 103 St: Halifax - Mumford Rd: Winnipeg: Halifax - L... Show more