Elevate your financial planning career with TD Wealth in Langley, British Columbia. We seek a Financial Planner focused on client relationships and financial goal achievement.

As a Financial Planner, you will engage with mass affluent clients to provide personalized investment strategies and comprehensive financial advice. With 3-5 years of relevant experience, you will work collaboratively to help clients meet their financial objectives. This role emphasizes relationship building and continuous service improvement.

Key Responsibilities:
• Identify and analyze client financial goals
• Provide tailored investment solutions and advice
• Build and maintain long-term client relationships
• Conduct financial planning reviews and assessments
• Mentor team members in financial practices

Requirements:
• University degree preferred
• 3-5 years in financial services industry
• CIRO Registered Representative license within 120 days
• Achieve Certified Financial Planner designation within 3 years
• Robust problem-solving and communication skills

Drive client success and deepen relationships in financial planning at TD Wealth.
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📌 Financial Planner at TD Wealth (British Columbia)
🏢 The Toronto-Dominion Bank (Canada)
📍 British Columbia