Become a key player in the financial journey of clients with TD Wealth in Surrey, British Columbia. This role emphasizes relationship building and expert financial advice while offering opportunities for commissions and growth.

We are searching for a Financial Planner who will assist clients in defining their life and financial goals while developing long-term relationships. Drawing upon your financial planning expertise, you will conduct thorough analyses and provide tailored advice to enhance client satisfaction. Together with your team, you will also ensure a high standard of service and constantly look for ways to improve efficiency.

Key Responsibilities:
• Identify client goals and provide comprehensive financial reviews
• Conduct reporting and draw informed conclusions and recommendations




• Monitor service effectiveness and implement efficiency improvements
• Provide mentorship and support to team members
• Maintain awareness of industry best practices and trends

Requirements:
• University Degree preferred
• 3-5 years experience in financial services
• Must obtain CIRO Registered Representative license
• Deep understanding of market issues and regulations
• Robust relationship management and communication skills

Leverage your passion for financial planning and join a team dedicated to client success at TD Wealth.
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📌 Financial Planner at TD Wealth (British Columbia)
🏢 The Toronto-Dominion Bank (Canada)
📍 British Columbia