Shape client financial futures with TD Wealth as a Financial Planner in North Vancouver, British Columbia. Leverage your expertise to provide tailored financial advice while nurturing long-term client relationships. This is an exciting opportunity for an experienced skilled passionate about financial planning, with 3-5 years in the financial services industry.

In this role, your primary focus will be on relationship management, providing comprehensive reviews, and delivering personalized solutions to meet client goals. You will play a vital role in enhancing the team's performance and customer service. Key Responsibilities:

- Identify clients' financial and life goals
- Conduct thorough reviews and build long-term relationships
- Monitor service effectiveness and implement improvements
- Deliver mentorship and guidance to colleagues
- Maintain a culture of risk management

Requirements:

- University degree preferred
- 3-5 years in financial advisory roles
- CIRO Registered Representative license within 120 days
- Certified Financial Planner (CFP) eligibility within three years
- Strong communication and problem-solving skills

Bring your passion for financial planning and commitment to client success to the team at TD Wealth.

📌 Financial Planner at TD Wealth (North Vancouver)
🏢 TD
📍 North Vancouver