Financial Planner - Sunridge

Job Summary

Financial Planner – Mass affluent investing clients, located in Calgary, Alberta. Report to TD Wealth Financial Planning team. 37.5 hours per week. Base pay $60,000 – $70,000 CAD plus commission.

Responsibilities

• Identify client life and financial goals, provide comprehensive reviews, and build long‑term relationships.
• Conduct reporting and analysis, draw conclusions, make recommendations and continually assess program effectiveness.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity, and efficiency, implementing continuous improvement.
• Maintain knowledge of best practices, stay ahead of emerging trends.
• Acquire, apply, and share expertise; provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, aligned with risk appetite.
• Participate fully as a team membe...