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.
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