Financial Planner

Overview

Financial Planner - Yorkton at TD

Location:

Yorkton, Saskatchewan, Canada

Hours:

37.5 per week

Line of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD

TD is committed to providing fair and equitable compensation opportunities. Our compensation policies allow colleagues to progress through the salary range over time as they progress in their role. The base pay offered may vary based on candidate’s skills, experience, and location. You are encouraged to discuss compensation with your recruiter for specifics.

Job Description:

TD Wealth provides holistic, personalized financial planning and advice to mass affluent clients. The Financial Planning team focuses on helping clients set and achieve financial goals while delivering a legendary customer experience.

• Identify clients’ 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 strengthening customer service and dedication
• Monitor service levels, productivity, and efficiency; implement continuous improvements
• Stay informed on best practices and emerging trends
• Acquire and apply expertise, provide mentorship and direction to others
• Maintain a culture of risk management and control aligned with risk appetite
• Be an active team member, supporting a positive, service-oriented work environment

• University Degree (preferred)
• 3–5 years within the financial services industry managing client relationships 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:
  University Degree OR up to 10 years of qualifying work experience OR 5 years as a QAFP professional

• Passion for financial planning and helping clients reach their financial and life goals
• Entrepreneurial mindset with experience in high-value sales and business development
• Strong understanding of the industry, market conditions, and regulatory environment
• Excellent people and problem-solving skills to build and maintain client relationships
• Strong communication skills; able to work collaboratively and independently

TD is a leading global financial institution with a presence across Canada, the United States and globally. We are committed to delivering legendary customer experiences and helping colleagues grow through regular leadership, mentorship, and training programs.

TD’s Total Rewards includes base salary, variable compensation, health and well-being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs.

This job opportunity is subject to provincial regulations. TD may require accommodations during the interview process as needed.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking