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. #J-18808-Ljbffr

📌 Financial Planner at TD Wealth (Winnipeg)
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg