Elevate your career with TD Wealth as a Financial Planner. Focus on relationship management and deliver tailored financial advice to clients looking to reach their life goals.
In this role, you will leverage your expertise to help mass affluent clients navigate their financial journeys. By identifying their life goals and conducting comprehensive financial reviews, you will build lasting relationships while enhancing your professional growth. Your contributions will shape the team's goals in delivering exceptional customer service and efficiency.
Key Responsibilities:
• Identify clients' financial and life goals
• Provide comprehensive financial planning reviews
• Conduct reporting and analysis for program effectiveness
• Strengthen customer service and support team goals
• Implement improvements in service productivity
Requirements:
• University degree preferred
• 3-5 years in financial services
• CIRO RR license within first 120 days
• CFP designation within first 3 years
• Solid networking and relationship-building skills
Drive client satisfaction and business growth with financial planning expertise at TD Wealth, shaping futures every day.
#J-18808-Ljbffr

📌 Financial Planner at TD Wealth (Victoria)
🏢 Canadian CHAMBER OF COMMERCE
📍 Victoria