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Wealth Simple Jobs in Alberta (NOW HIRING)

TD Wealth Pay Details: $0 - $0 CAD This role is eligible for commission based earnings. TD is ... simple for over 27 million households and businesses in Canada, the United States and around the ...

TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable ... simple for over 27 million households and businesses in Canada, the United States and around the ...

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

TD Wealth Pay Details: $43,300 - $56,700 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

Financial Planner - Airdrie

Airdrie, AB · On-site

CA$60K - CA$70K/yr

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

Financial Planner - Meadows

Edmonton, AB · On-site

CA$60K - CA$70K/yr

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

Financial Planner - Ice District

Edmonton, AB · On-site

CA$60K - CA$70K/yr

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

Financial Planner - Sunridge

Calgary, AB · On-site

CA$60K - CA$70K/yr

TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings ... simple for over 27 million households and businesses in Canada, the United States and around the ...

As part of our wealth management team, you will provide comprehensive financial planning services ... At the end of the day, our goal is simple: to provide exceptional service to our clients while ...

FP Client Service Associate

Calgary, AB · Remote

CA$52K - CA$74K/yr

TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable ... simple for over 27 million households and businesses in Canada, the United States and around the ...

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Wealth Simple information

What is Wealth Simple?

Wealth Simple is a financial technology company that offers automated investment management, financial planning, and other wealth management services primarily through an online platform. It is designed to make investing easy and accessible, allowing users to open accounts, set financial goals, and invest in diversified portfolios with low fees. Wealth Simple uses algorithms to manage investments and offers features such as socially responsible investing and tax-loss harvesting. The platform is popular among individuals looking for a simple, hands-off approach to investing without the need for traditional financial advisors.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field, often supported by certifications like CFP or CFA. Proficiency with portfolio management software, CRM systems, and financial analysis tools is important. Excellent communication, relationship-building, and problem-solving abilities help you connect with clients and tailor solutions to their needs. These skills are vital for building trust, delivering personalized financial strategies, and achieving long-term client satisfaction and retention.

What is the difference between Wealth Simple vs Financial Advisor?

AspectWealth SimpleFinancial Advisor
CredentialsGenerally no required certifications, but some advisors hold CFP or CFAOften required to hold certifications like CFP, CFA, or CPA
Work EnvironmentOnline platform, digital advice, and automated servicesIn-person or virtual meetings, personalized client service
Employer & Industry UsageFintech companies, online investment platformsBanking institutions, independent firms, wealth management firms

Wealth Simple primarily offers automated, online investment services with minimal human interaction, while Financial Advisors provide personalized, face-to-face financial planning and investment advice. Both roles serve clients seeking financial growth, but differ in approach, credentials, and work environment.

How does collaboration typically work between WealthSimple team members in product and engineering roles?

At WealthSimple, team members in product and engineering collaborate closely using agile methodologies. Cross-functional squads are common, where product managers, engineers, and designers work together from concept to launch. Regular stand-ups, sprint planning, and retrospectives help ensure alignment and open communication. This structure allows for rapid iteration, shared ownership of projects, and opportunities to learn from peers in different specialties, making it an engaging and supportive environment for growth.

What job categories do people searching Wealth Simple jobs in Alberta look for?

The top searched job categories for Wealth Simple jobs in Alberta are:

Infographic showing various Wealth Simple job openings in Alberta as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution.

In-Person Career Event - TD Wealth, Financial Planning - Edmonton - Sep 16th, 2026

Td

Edmonton, AB

CA$60K - CA$70K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago


Job description

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60,000 - $70,000 CADThis role is eligible for commission based earnings.

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:

Join us for an in-person Career Event on Wednesday, September 16th, 2026, in Edmonton. This event offers you the chance to meet our Leadership Team and explore exciting opportunities with TD Wealth, Financial Planning.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job 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

    • CFP Eligibility requirements: University Degree OR meet one of the following:

      • Up to 10 years of qualifying work experience

      • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

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

This is an exclusive, invite-only event. If you are selected, you will receive an email invitation to attend

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