Take your financial planning expertise to the next level with TD Wealth in Vancouver, British Columbia. As a Financial Planner, you will guide clients in achieving their financial goals through personalized advice and solutions.

In this role, you will engage with mass affluent clients, managing relationships and providing comprehensive financial planning. With 3-5 years of experience in the financial services industry, you will conduct thorough analysis and reporting to drive informed financial decisions. Efforts to enhance team goals and strengthen customer service will play a vital part of your daily activities.

Key Responsibilities:
• Identify client financial and life goals accurately
• Conduct in-depth reviews and provide tailored advice




• Monitor service effectiveness and enhance productivity
• Mentor team members on best practices
• Uphold a culture of risk management and control

Requirements:
• University Degree preferred
• 3-5 years’ experience in financial services
• CIRO Registered Representative license within 120 days
• Achieve Certified Financial Planner designation within 3 years
• Solid communication and relationship-building skills

Leverage your financial planning passion and client relationship skills to help clients flourish at TD Wealth.
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📌 Financial Planner at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia