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Associate Financial Planner Jobs in Calgary, AB (NOW HIRING)

Td

Customer Experience Associate

Calgary, AB · On-site

CA$22.50 - CA$28.33/hr

Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...

Td

Personal Banking Associate Trainee

Canmore, AB

CA$43K - CA$58K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... planning and time management skills * A dynamic, diligent, and effective influencer with can-do ...

Td

Personal Banking Associate Trainee

Calgary, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... planning and time management skills * A dynamic, diligent, and effective influencer with can-do ...

Td

Personal Banking Associate Trainee

Calgary, AB · On-site

CA$45K - CA$61K/yr

Do you love working with customers and helping them with their financial needs? We are seeking a ... planning and time management skills * A dynamic, diligent, and effective influencer with can-do ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

... wealth planning and protection toprovidehighly personalized advice, solutions, and service to ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

... wealth planning and protection toprovidehighly personalized advice, solutions, and service to ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Calgary, AB

Associate Financial Planner information

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Calgary, AB as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution.

Customer Experience Associate

Td

Calgary, AB • On-site

CA$22.50 - CA$28.33/hr

Part-time

Re-posted 23 days ago

Job description

Work Location:

Calgary, Alberta, Canada

Hours:

22.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$22.50 - $28.33 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and servicestorefer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute withSpeed and Impact.

Job Description:

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position ofaCustomerExperience Associate.We are expecting an all-around champion who can understand customer needs and advise best suited banking solutions for a positive customer experience.

In this role,you will:

  • Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

  • Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

  • Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

  • Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

  • Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

  • Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

  • Assist the team by respecting coworkers, staying dedicated, and keeping everyoneup-to-dateon the status of routine activities

  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

  • High School diploma and/or 1+ years of relevant experience

  • Undergraduate degree or equivalent is an asset.

  • Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

  • Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.

  • A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.

  • A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

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. Learn more

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

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