Explore your future at TD Wealth's in-person career event in Vancouver on October 20th, 2026. Connect with the leadership team while discussing financial planning opportunities. TD Wealth invites experienced professionals to explore roles in financial planning.
This event will showcase careers focused on helping mass affluent clients achieve their financial goals through comprehensive planning. Leadership will be present to discuss expectations and provide insights into TD Wealth's commitment to exceptional client service and career development. Key Responsibilities:
- Identify clients’ life and financial goals
- Conduct in-depth reporting and analysis on financial programs
- Strengthen customer relationships through dedicated service
- Monitor productivity and implement improvements
- Provide mentorship and guidance to team members
Requirements:
- University degree preferred
- 3-5 years in financial services
- CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within 3 years
- Passion for relationship management and business development
Be part of a thriving financial planning team at TD Wealth, focusing on client success and career growth.
📌 Financial Planning Career Event in Vancouver
🏢 TD
📍 Vancouver
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