Drive financial success for clients as a Financial Planner in Surrey, BC with TD Wealth. Use your expertise to build relationships and craft personalized wealth strategies.
As a Financial Planner, you will work at TD Wealth, focusing on the mass affluent audience. This role requires 3-5 years of experience in financial services, where you’ll identify clients' goals and deliver tailored financial advice. Building long-term client relationships and providing exceptional service will be key to your success in this rewarding setting.
Key Responsibilities: • Identify clients' life and financial goals • Conduct analyses to inform financial strategies • Strengthen customer service and team goals • Implement continuous service improvements • Share mentoring support with team members
Requirements: • University degree preferred • 3-5 years in financial services experience • CIRO Registered Representative license within 120 days • CFP designation completion within 3 years • Entrepreneurial spirit for business development
Leverage your financial planning skills to help clients achieve their goals with TD Wealth. #J-18808-Ljbffr