Join TD Wealth as a Financial Planning Expert, focusing on client relationships and strategic financial advice. Empower clients to reach their financial goals in a meaningful way. As a member of the Financial Planning team, you will provide personalized advice to mass affluent clients, ensuring strong relationship management and business development.

Your role will involve in-depth financial reviews while continuously improving our services and practices within a team-oriented environment. Key Responsibilities:

- Build long-term client relationships through financial planning
- Conduct analysis and reporting for informed recommendations
- Monitor service efficiency and implement improvements
- Stay informed on industry best practices and trends
- Mentor and assist team members in financial advisory Requirements:
- Bachelor’s degree preferred
- 3-5 years managing client relationships
- CIRO Registered Representative status required
- Achieve CFP certification within 3 years
- Strong communication and problem-solving skills Harness your financial planning passion at TD Wealth, making an impact through personalized client service.

📌 TD Wealth Financial Planning Expert (Victoria)
🏢 Canadian CHAMBER OF COMMERCE
📍 Victoria