Join TD Wealth in Surrey, BC as a Financial Planner, guiding clients on their financial journeys. Your insights will help clients achieve their financial and life aspirations.

In this role, you will collaborate closely with mass affluent clients at TD Wealth, utilizing your 3-5 years of financial advisory experience. Focus on comprehensive financial planning, building trusted relationships, and delivering solutions that matter. You will also emphasize risk management and enhance team performance while driving client satisfaction.

Key Responsibilities:
• Develop personalized financial plans for clients
• Perform regular performance assessments and reports
• Foster a positive and service-oriented workplace
• Maintain up-to-date knowledge of industry trends
• Mentor team members and support their growth

Requirements:
• Preferred university degree
• 3-5 years managing client relationships
• Required CIRO Registered Representative license
• Achieve CFP designation within 3 years
• Passion for helping clients succeed

Elevate your career and make a meaningful impact through financial planning at TD Wealth.
#J-18808-Ljbffr

📌 Financial Planning Expert - TD Wealth Surrey (British Columbia)
🏢 TD
📍 British Columbia